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3 small caps with competitive advantage, low churn & great runways

Australian Investors Podcast

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The Power of Long-Term Investing

This chapter explores the significance of long-term investing strategies and the benefits of maintaining a conviction in portfolio choices, especially in small-cap markets. It discusses the critical factors influencing a company's growth, including capital allocation by management, pricing power, and competitive advantages. Emphasizing patience and thorough evaluation of industry dynamics, the chapter highlights how informed investment decisions can lead to successful long-term compounding growth.

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