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Stocks to own now: Part 2 - Varsity stocks for a LT portfolio

beachman.substack.com
Portfolio

Stocks to own now: Part 2 - Varsity stocks for a LT portfolio

Portfolio: What's in Beachman's portfolio and how are these stocks doing?

Mar 17
11
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Stocks to own now: Part 2 - Varsity stocks for a LT portfolio

beachman.substack.com

Now that we are almost done with the Q4 earnings season, I am happy to report that none of the stocks in my portfolio suffered any major changes in conviction based on what they reported. There were …

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