

Listed US Stocks Research Team
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Introduction As a long-term investor, understanding the distinction between narrative and evidence is critical. This…

Listed US Stocks Research Team
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Introduction Investing in stocks is not a gamble, it’s a strategic process. Building a repeatable…

Listed US Stocks Research Team
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Why Business Model Durability Matters to Investors For long-term investors, understanding the durability of a…

Listed US Stocks Research Team
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Why Network Effects Matter to Investors For long-term investors, understanding the network effects of a…

Independent US Equity Research & Investment Advisory