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As an investment advisor who builds portfolios of individual securities (mainly stocks), I spend an inordinate amount of time reading, researching, and thinking about great long-term investments.  Whether a specific company, industry, theme, or just general way out there thought… in this space I will share it.  As investing is truly a long-term game, the bigger you can think and the further out you can go… many times, the better off you will be.

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