It seems like we can't go a day without shockwave news in the AI era, and yesterday, it was two of the loudest headline-makers that combined to a deal that I'm not sure anybody sawI aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at av ...