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That’s >150 company/analysis breakdowns a year.
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

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Analyzing current trends.

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3-4 analyzes 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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