hi 2ic.
If you don’t mind me asking do you invest speculate/full time? Part time? Retired? Does it supplement you current occupation? I assume you are east coast based.
You seem to research a lot without pulling the trigger. That’s a sign of a great value investor. The ”few bets, large bets, infrequent bets” mentality.
Really appreciate you sharing your work. I suppose its a way to distill your thinking.
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