Andresstocks26
Nov 6, 2:58 PM
$AZO $ORLY $CTAS $MSFT The fact that these great businesses are down today but yet up double digits in the month of October till today while the Nasdaq, semis and tech space are down 10%+ and semis down 30%+ is a great tell. These companies reported earnings and beat top and bottom, continue to buy back stock, continue to expand, continue to increase margins and FCF. Great quality businesses to continue to own at respective levels.
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