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I go wherever the edge is. Moats, arbitrages, asymmetries, or just a business too unglamorous to make headlines. If nobody's talking about it, I'm probably already reading the filing.
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I start with a question or a curious fact about a company and go from there. Sometimes it’s the moat, other times it's a valuation asymmetry. I enjoy the research part and share my analysis here so people can use it to make decisions.
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