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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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