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A Move Toward Software and Recurring Revenue Lifts Connectivity Companies
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Moderation of Growth Rate Expected in Manufacturing-Infrastructure Construction
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A Bullish Outlook on the Software Technology Space
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Medical Technology Companies Continue to Grow and Innovate
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Buying Great Businesses at a Fair Price
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Focusing on Diversification, Buying Funds at a Discount and Distributions
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Managing a Concentrated, Intrinsic Value Fund
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Using Free Cash Flow Yield to Determine Valuation
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Assessing Value Through a Time-Proven Framework
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Focusing on Consistent and Sustainable Growth Over the Long Term
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Fogdall, Jed S.

Making Rational Decisions with a Consistent, Predictable and Repeatable Process
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