Wonderful business, great management, fair price, inside your circle of competence. Then invert: what would kill it? Built on timeless quality-investing principles. Educational, not advice.
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out of 100
GRU 2 verdict
Checklist
Score each 0 to 10
Items tagged gate are deal-breakers. If any scores below 4, it goes in the too-hard pile no matter how good the rest looks.