Mattr Corp: How to Transform an Industrial Business Through Rational Capital Allocation
In my latest portfolio update, I discussed the potential of investing in cyclical businesses and how shifts in a company’s business model or...
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Closing Some Idea's
In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here. I will start doing that...
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Some new stocks
First one is Vontier, its main business is a duopoly in gas station equipment and software. Repair tools for ICE vehicles.
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