Super Micro Computer's ( SMCI ) stock has performed poorly in recent months after shares fell from over $50 to just roughly$35. And this is not an overreaction of the market, but justifiedMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially d ...