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My friend CQ,

Thank you kindly for yet another fantastic Quality Tuesday post!

The imagery in Item 2 is truly captivating, underscoring the profound nature of compounding – it's indeed the 8th wonder of the world! The quote in Item 3 had me chuckling; it's a witty and accurate observation!

Tomorrow marks the Big Day, and I must admit, I'm not sure if I'll manage to get any sleep due to my excitement. Lol!

I'm eagerly anticipating your email! ; )

Best regards,

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The honor is all mine, Pavel!

I'm very happy to soon call you a 'PARTNER'. We're in this together from now on and I can guarantee you 1 thing: I'll eat my own cooking. All my investable assets will be invested in the portfolio. If you do well, I do well and the other way around.

“We have an attitude of partnership. Charlie Munger and I think of our shareholders as owner-operators.” – Warren Buffett

“I think I've been in the top 5% of my age cohort all my life in understanding the power of incentives, and all my life I've underestimated it.” - Charlie Munger

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Is it ok that Tatton Asset Management is a small cap?

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Every investor is unique and you always need to do your own due diligence. For me personally, I don't see problems to invest in small and/or mid caps.

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Most, if not all, large caps were small caps at one time. A well run small cap company should appreciate (price per share) more than a large cap...everything being equal.

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That's also what Buffett says all the time. Their large size hurts them A LOT.

The market is way less efficient when you look for small and mid caps, meaning that you can make a difference there if you make your homework.

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