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Is Lam Research (LRCX) A Smart Long-Term Buy?

Vulcan Value Partners, an investment management firm, published its “Large Cap, Small Cap, Focus Composite, Focus Plus Composite, and All Cap Composite” third quarter 2021 investor letter – a copy. ....

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Vulcan Value Partners' Q3 2021 Investor Letter

Vulcan Value Partners, an investment management firm, published its “Large Cap, Small Cap, Focus Composite, Focus Plus Composite, and All Cap Composite” third quarter 2021 investor letter – a copy. ....

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Vulcan Value Partners' Q2 2021 Investor Letter

Vulcan Value Partners' Q2 2021 Investor Letter
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Here's Why TransDigm Group (TDG) Became a Material Contributor in Vulcan Value's Q2 Results

Here's Why TransDigm Group (TDG) Became a Material Contributor in Vulcan Value's Q2 Results
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Here's Why Vulcan Value Partners Became Bullish in Applied Materials (AMAT)

Here's Why Vulcan Value Partners Became Bullish in Applied Materials (AMAT)
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