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Track

Reading a row: Intrinsic Value is what I judged the business to be worth; Entry Price is where it traded when I published. Current Price is where it sits today, and Implied Returns shows the gain or loss since, green for up, red for down. Invested Time is how long the call has been live, and Strategy is the lens I was applying

Global Companies
Private companies
Fallen Leaders
Hidden Compounders
Asset Bargains
Special Situations

Track

Company

Symbol

Publish Date

Intrinsic Value

Entry Price
 

Current Price

Invested Time
(months)

Implied Returns%

Strategy

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