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ray's avatar

Thanks love the clear analysis and PA for meaningful entrypoints.

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The Arcana Analyst's avatar

This is serious and well-balanced work, not just stock picks but a strategy of positioning with intention. I appreciate how you frame execution as the differentiator, especially in a world where conviction too often lacks clarity.

Your coverage spans the spectrum: TransMedics as a misunderstood Tower moment, PayPal as a Magician reinventing its tools, MercadoLibre moving with the world’s Wheel. Even your China and Duolingo theses reflect archetypal tensions — The Star's distant hope versus The Lovers' choice under pressure.

Thanks for sharing your compass. This isn’t just buy and hold — it’s pattern recognition in action.

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