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Research & Memos
Caesars Entertainment (CZR) Investment Memorandum
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Austin American Statesman: After Prop Q, Austin’s budget crunch demands ‘margin of safety’
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Veon (VEON) Investment Memorandum
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Podcasts
If It Isn't OBVIOUS... Don't Buy It (Fund Manager Rule)
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VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
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