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Headwaters Capital Q4 2023 Investor Letter

Headwaters Capital Q4 2023 Investor Letter
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Copart: A Wonderful Business Offering Market Average Returns Due To Valuation (CPRT)

Copart: A Wonderful Business Offering Market Average Returns Due To Valuation (CPRT)
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Totvs Stock: A Long-Term Tech Winner Despite Valuation Raising Eyebrows (OTCMKTS:TTVSY)

Totvs Stock: A Long-Term Tech Winner Despite Valuation Raising Eyebrows (OTCMKTS:TTVSY)
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UnitedHealth: The Crown Jewel Of U S Health Insurance (NYSE:UNH)

UnitedHealth: The Crown Jewel Of U S Health Insurance (NYSE:UNH)
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History Says This Nasdaq Stock Is a No-Brainer to Buy in 2024 and Hold Forever

With a strong record of performance behind it, O'Reilly Automotive still has much more to offer investors.

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