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Forgotten Equity Stub That Could 3-5x In the Mid-Term With Catalysts
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Forgotten Equity Stub That Could 3-5x In the Mid-Term With Catalysts

Alpha Letter
Jul 10, 2021
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When I first started investing I would focus almost entirely on companies with extremely clean balance sheets. I loved net nets that were trading under cash. NOL shells. Really anything that had a tremendous amount of assets relative to the liabilities on the balance sheet.

It was a way to de-risk my positions. Only own companies that in the worst case s…

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