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WTCM @WTCM3 on x 12.8K followers
Created: 2023-08-01 15:40:56 UTC
Giroux $TCAF: "we narrow this opportunity set by avoiding companies we believe are poor capital allocators, are overly expensive, face secular headwinds, and/or are unlikely to generate strong risk-adjusted returns... this process yields ~100 companies that fit our profile"
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