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Topic Archives: Ferrovial

  • Annual Review: The Big List

    Compiled list, in order of affection, of our past "Idea of the Month" picks with updated opinions

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  • Annual Revisit: Income Ideas (part one)

    I’m shaking things up a bit this time around — every year, I spend some time early in the year going over all the past suggestions I’ve made as “Idea of the Month” picks, and we’re doing the same once again starting today … but this time instead of a chronological listing I’m going to […]

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  • October Idea of the Month: Toll Roads and Airports

    As most of you know, I spent a couple days learning at the Value Investing Congress in New York last week, a wonderful conference that attracts some of the best and brightest in value investing and gives them a great forum for sharing their ideas and methods. The stars of the Congress are usually the […]

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