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My list of favourites is composed of stock holdings that fit a high number (if not all) of my value criteria and are all companies I currently hold. None I consider exciting, trendy or “hyped” picks, but each represents how my approach at times may seem disorganized or without a clear pattern to the untrained eye.
Value investing is essentially sticking to your guns, finding stocks that meet your criteria and going against the market consensus from time to time. Each holds an advantage against competition and some even a sustainable competitive advantage.

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