FCF = Free Cash Flow (Operating Cash after adjusting for working capital - total Capex)

MCap is based on last Friday's closing.

Q :: What stocks?
A :: “Bhaiya Ji Smile ... Kamaal karte ho Pandey jee ...” 😅

Disc: invested in the 3 businesses at single digit MCap/10Y FCF 😉

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Still waiting for those ~5 to go bankrupt. Future is unpredictable. We only need a few 100x over 15Y.

Tail-events generate the biggest panic and upside. If you survive the panic w/o jumping off the train, you deserve the 100x in few stocks.

Temperament + Business Analysis = ⤴️

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