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[BUR/LN – Burford Capital] Part 3: The short heard round the world
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August 19, 2019 @ 12:40 pm
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[RR/LN – Rolls-Royce] Entry barriers, learning curves, and the hazards of complexity
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August 5, 2019 @ 10:00 pm
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[BUR/LN – Burford Capital] Part 2: Investment returns and valuation
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July 24, 2019 @ 12:58 pm
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[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages
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July 17, 2019 @ 1:10 pm
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[TTD – The Trade Desk] A gorilla in ad tech?
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July 5, 2019 @ 1:26 pm
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[TDG – TransDigm] Niches get riches
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June 19, 2019 @ 1:58 pm
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[EVBG – Everbridge] The ERP of Enterprise Safety
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June 5, 2019 @ 2:59 pm
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[PANW – Palo Alto Networks] Thoughts on cybersecurity and stock-based compensation
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May 24, 2019 @ 1:01 pm
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