[DOOR] Masonite Intl

[CHR.CO] Chr. Hansen [NZYM] Novozymes

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[POOL] Pool Corp. [SITE] SiteOne [WSO] Watsco

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[ADSK] Autodesk [DSY:EN] Dassault Systemes [PTC] PTC Inc.

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[CVNA] Carvana

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[ALTR] Altair Engineering [ANSS] Ansys

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

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