[DOOR] Masonite Intl

[TWLO] Twilio

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[FISV] Fiserv [GWRE] Guidewire Software

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[IQV] IQVIA [WIZZ] Wizz Air

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[NVDA] Nvidia

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[NVDA] Nvidia

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[DOOR – Masonite Intl] Reasonable Valuation, So-So Moat

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