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[V – Visa; MA – Mastercard] Beyond the card

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[GWRE – Guidewire Software] Move slow and maintain things

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[HEI/A – HEICO Corp] Niches get riches; Part 2

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[RAMP – LiveRamp] Beyond the cookie

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[BUR/LN – Burford Capital] Part 3: The short heard round the world

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[RR/LN – Rolls-Royce] Entry barriers, learning curves, and the hazards of complexity

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[BUR/LN – Burford Capital] Part 2: Investment returns and valuation

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[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages

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