Highest conviction companies


I know it's already been done a thousand times here, but in this quickly changing market it only makes sense to repeat it regularly. What I mean – let's share our highest conviction companies that are trading at or close to bargain prices at the moment.

Let's however stay away from trading and focus on long term investments that one might enter today at an attractive price.

Also, don't just look at the US market, there are bargains internationally.

Also let's leave the well known names like FB and dig a little deeper

Mine are CROX, NPK.TO, SQZ.L


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