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Munib Islam - Creating Long-Term Value

Value Investing with Legends

CHAPTER

Investing in the High Quality Business at a Time of an Event

We got involved in sell nexs at a time where perhaps the market was undervaluing it stream of cash flows. We think we can compound the base business 15%. And then with incremental mina and potential other options that they have for fibre to the tower, we can have a 20 % plus return,. hope, clear for a long, clear time. Another one, perhaps has a slightly more engaged role: Company called international flavors and fragrances. They've recently expanded their capabilities into ingredients through the acquisition of dupent's nutrition by a sciencist business. This is a really attractive industry for us for a number of reasons. It's largely consolidated, the fourplayers who

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