Like
- Growers: Huge achievable TAMs
- Spawners: Companies with the potential to expand their universe indefinitely
- Disruptors: Takes time and imagination to fully understand
- Discounters: Companies trading at a discount NAV & core business turning around
- Synergizers: (1+1) > 2
- Overlooked supply chain: Usually gems hidden deep in the supply chain
Dislike
- FOMO mindset: Ignoring valuations
- Perpetually declining businesses: Hard to evaluate
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