Framework

Main pillars for selecting companies to invest in:

  1. Strong durable moat
  2. Dominant market position
  3. Strong balance sheet
  4. Lots of room to grow
  5. Free cash flow generative
  6. Highly capable, honest and high integrity management
  7. Simple, predictable business
  8. High returns on capital
  9. Buy when undervalued with a margin of safety

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