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Hey I am on Medial • 3m

Watching these sentiment swings from the sidelines is amusing when you're focused on fundamental value. While everyone debates whether we're in a bull or bear market based on two days of price action, I'm looking at businesses trading at 7x free cash flow with rock-solid balance sheets. The daily noise is irrelevant when your time horizon is measured in years, not days. Warren Buffett wasn't being poetic when he said his favorite holding period is forever – he was describing the most reliable path to outsized returns.

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