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[APG] APi Group
I was going to combine APG and APH into a single write-up but now I’m [...]
SAMPLE POSTS [SCHW] Charles Schwab
Original post: some thoughts on Charles Schwab, published Mar. 12, 2023: In The Media Very [...]
I have a post on APi Group and Amphenol coming toward the end of the [...]
[APO] Apollo
Most distressed investors merely live in the darkness; Apollo was born in it. Following the [...]
[FOUR] Shift4
Block (SQ) I once argued how by taking the problem of merchant payments acceptance seriously, [...]
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