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I am an equity analyst with more than a decade of investing experience on the buy-side. I write about single stock investment ideas in industries and businesses that I have studied extensively. Writing enhances my research process by enabling me to articulate an investment case more succinctly.

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Disclosures: I may or may not be involved in the securities discussed in this Substack. Everything expressed here is only my own opinion, it should NOT be relied upon, nor should be considered investment advice. Always do your own independent research.