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| Platform | Pricing | Only paid issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 64 | Subscribers | Read | qualityequities.substack.com |
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By consistently allocating capital to great businesses at reasonable valuations, investors can take advantage of market dislocations and strengthen the long-term return potential of their portfolios.
Each of these companies is entering a new phase of margin expansion and capital discipline, yet their stock prices remain below what their long-term cash flows and strategic positioning would suggest.
I remain highly confident in this portfolio, and my conviction has only strengthened following the latest round of earnings. I will continue to capitalize on market volatility.
No official newsletter this week as I take time off for Memorial Day. Here’s a quick look at key market highlights and what to watch next week. Enjoy the holiday!
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Investing in a concentrated portfolio of the highest quality companies in the world. All opinions my own. Not financial advice.
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