What i look for is kind of a top down and a bottom up framework. I'm looking fora in a tail wind that's kind of in that industry tail wind. The biggest propellent of price is just scarcity, mom the market comes after it. And lastly, iwas av a microcap investor, undiscovered. But i like to find things that are 98 % undiscovered from even the folks inside micro cap that focus on microcaps.

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