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TogaPF Investment Philosophy Here are some of the core principles I like to keep in mind while looking at potential opportunities. I explain the various principles in more detail here. Stay within my circle of competence Keep it simple, stupid Invest in businesses with a sustainable, durable competitive advantage Free cash flow - for real Margin of safety: 2x in 3 years, 3x in 5 years Don't lose too much money Know where the exits are That's about it. These are always subject to refinement and change.

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