You have not bought anything. The committee does not need a symbol first. Unlocked seats in era-trend, cycle, quality selection, and growth selection write alone. Debate, timing, and exit stay dark until you pick a name. Not a recommendation.
Dalio thermometer + four scenarios · research simulation
The short-term debt cycle is hot; long-term debt is still high. This is not crisis pricing.
Margin of safety: price below two-thirds of intrinsic value
Predictable cash flow; margin of safety from price, not the story.
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Moat + ROE + management quality, final review
Moat + cash + a management final-review sample.
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Net-net cigar butts: PB < 0.8, low debt, diversified
Still cheap vs. book; leverage you can track — cigar-butt finance.
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Low P/E plus modest growth (original GARP)
Low P/E plus modest growth — original GARP.
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Distress and special situations, cash-as-ammunition
Distress narrative not fully cleared; cash-ammunition special situation.
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Compounding three-legged stool: model / reinvestment / people
Three-legged stool: model, reinvestment, people.
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High return on capital, hold-forever candidates
High return on capital; close to a hold-forever candidate.
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Extreme cheapness plus a fortress balance sheet
Extreme cheapness and the balance sheet must be judged separately — debt first.
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Buying a stock is buying a business you can explain
You are buying the company: the model can be explained to a non-specialist.
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Circle of competence plus civilizational-cycle view (China / ADRs)
China asset inside the circle of competence; US ADR window, not an A-share launch.
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Ten-baggers you can see in daily life + six-type classification
A growth company you can see in daily life — classify first, then value.
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Contrarian growth: high-competitiveness names that stumbled
Competitiveness intact after a narrative setback — contrarian growth.
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Best global long/short pairings
Best global growth long sample; selection ≠ chase the high.
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Large-cap growth plus industry leaders
Core holding in large-cap growth plus industry leadership.
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Growth and value factors cross-checked on the same name
Growth and value factors cross-checked on the same name.
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Deep fundamentals in tech / services
Deep-fundamental sample in tech / services.
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Quality platforms plus a catalyst to unlock value
Quality platform plus a still-debatable value-unlock catalyst.
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Distress reversals and crisis buying
Distress-reversal candidate: former leader after a broken narrative — split the cash flows.
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Formulaic Buffett clone: concentrated, low complexity
High concentration, low complexity — Buffett-clone sample.
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Magic Formula rank plus special-situation arb
Magic Formula rank: return on capital plus a special situation.
Convene committeeYou pay for how many seats run. Locked seats stay dark. Isolated or division-of-labor is a method toggle — not extra seats.
Working desk
Bridge desk
Expanded committee
Full 61 · standard run
Full 61 · high compute
Warren BuffettWalter SchlossJohn NeffSeth KlarmanChuck AkreTerry SmithHetty GreenDuan YongpingLi LuPeter LynchBill MillerJulian RobertsonAndreas HalvorsenStephen MandelLee AinslieBill AckmanDavid TepperMohnish PabraiJoel Greenblatt
Charlie Munger