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That’s ~150 company/analysis breakdowns a year - less than €0.66 per analysis. Just clarity, conviction, and compounders.
Focused on moats
Competitive advantage, pricing power, margin resilience
Detailed
Enough information to feel like a mini-MBA
A personal decision
What I would do: Buy↑ / Hold– / Sell↓ with logic and numbers
An annual presentation
Analyzing current trends
2-3 deep dives per week
On companies across industries and geographies (delivered on Friday, Saturday, and Sunday - when you actually have time to read, internalize, and think)
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