Quality equities and long-term portfolios
Maya Vale
Deep fundamental research for patient investors: company memos, valuation ranges, portfolio construction, and monthly updates on durable compounders.
Verified@mayavale3,240 subscribersSince Oct 2020
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Maya Vale
Standalone. Concentration is fine when conviction and durability line up.
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Are you treating ASML as part of the semis basket or a standalone position?