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Durable Investments

Durable Investments

Natural oligopolies, pricing power & FCF/share

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Substack
PricingFreemiumPublishesWeekly
Issues18SubscribersRead retaox.substack.com

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  • Durable Investments

    Trying not to overpay for natural oligopolies with pricing power. Owning is easy when FCF/share only goes up and right.

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