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Sitting on the tarmac waiting to take off and been a while since I’ve posted here, so wanted to see how the CS community thinks about their portfolios in this context.

How many positions do you hold & why?

Is your largest position on cost your highest conviction idea?

How do you define/measure a great company? What’s your proof?

How many great companies do you think are out there?

Do you own any companies you don’t consider great? Why?

Looking forward to hearing from you all.

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