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Investment Philosophy
Investment Philosophy
September 7, 2025: Identifying Defensible Businesses
September 14, 2025: Business Value - Intrinsic vs Market
Barriers to Entry
Barriers to Entry
Geographical Barriers
Geographical Barriers
September 21, 2025: Limited Commercial Availability
September 28, 2025: Intangible Scarcity
October 5, 2025: Limited Population
Risk Analysis
Risk Analysis
October 12, 2025: Murphy's Law
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