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TIP544: Life-Changing Returns in Cyclicals & Spinoffs
We Study Billionaires - The Investor’s Podcast Network
The Importance of Understanding the Maintenance Cap X
For long-term investing the focus should be shifted from entry P.E. multiples to duration of the competitive advantage period. Durability of the mo is the key factor. The market tends to underappreciate companies that have really strong moats because the durability often allows for the company's runway to last longer than many expect.
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