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Monday Morning Links
By Michael Fritzell
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Links related to global equities
Elevator Pitches
By Editor
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Stock Ideas From Investment Professionals
Edelweiss Capital Research
By Javier Pérez
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Capital is sacred and scarce. We invest in businesses, people and cultures. Behind rebel capital allocators, incentives, and business moats.
Behind the Balance Sheet
By Stephen Clapham
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Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.
Eagle Point Capital
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Exploring the long-term prospects of the businesses behind stocks.
Analyzing Good Businesses
By YHamilton
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Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment
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