Natural oligopolies, pricing power & FCF/share
Trying not to overpay for natural oligopolies with pricing power.
Owning is easy when FCF/share only goes up and right.
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Sharing my investing journey of trying to turn $100,000 into $1,000,000 - mostly stocks and some private equities.
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
Finding secularly growing companies and holding them for the long-term