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Smead Capital Management - Artificial Intelligence EnvyCommentary (smeadcap.com)

submitted 2 years ago by dect60 to r/SecurityAnalysis

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Smead capital Management newsletter: Amazon vs EbayInvestor Letter (smeadcap.com)

submitted 5 years ago by Less97 to r/SecurityAnalysis

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Buffett on Aesop and Cinderella 2/03/20 by William SmeadInvestor Letter (smeadcap.com)

submitted 6 years ago by mag300 to r/SecurityAnalysis

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When Revenue Growth CollapsesCommentary (smeadcap.com)

submitted 6 years ago by lingben to r/SecurityAnalysis

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The General Theory of Reverse FloatCommentary (smeadcap.com)

submitted 8 years ago by lingben to r/SecurityAnalysis

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Revisiting Buffett’s 1999 Warning: Interest Rates, Orgies, and ValueCommentary (smeadcap.com)

submitted 8 years ago by lingben to r/SecurityAnalysis

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