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Introduction As a long-term investor, understanding the valuation of a company is crucial in deciding…

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Introduction: Why Do Sector Cycles Matter? Understanding sector cycles is crucial for investors, as it…

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Introduction: Why Does This Topic Matter? Investing in the stock market is a long-term game.…

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Introduction: Why This Topic Matters Understanding how cash flow, growth, and valuation interact over time…

Independent US Equity Research & Investment Advisory