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PJ's SMID Cap Investment Ideas

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Business Breakdowns
Deep-Dives
Private Equity

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Summary

Sector Small Cap
Content Type Analysis
Website Substack
Paywall No

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PJ's SMID Cap Investment Ideas
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Spectrum Brands: '1-Pager' Summary

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PJ's SMID Cap Investment Ideas
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Spectrum Brands: Hard Catalysts To Drive Significant Value Creation Amid Turbulent Markets

July 6, 2022, 2:08 p.m.

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PJ's SMID Cap Investment Ideas
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Brunswick Corporation: A Compelling Growth Story At A Value Price

May 17, 2022, 1:42 p.m.

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PJ's SMID Cap Investment Ideas
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Brunswick Corporation: '1-Pager' Summary

May 17, 2022, 1:20 p.m.

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PJ's SMID Cap Investment Ideas
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Vontier: '1-Pager' Summary

May 17, 2022, 12:50 a.m.

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PJ's SMID Cap Investment Ideas
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Legal/Site Disclaimer

May 11, 2022, 8:42 p.m.

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PJ's SMID Cap Investment Ideas
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Vontier: An Underrated Compounder Trading At A Significant Discount

April 19, 2022, 3:06 p.m.

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PJ's SMID Cap Investment Ideas
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Coming soon

April 18, 2022, 1:56 p.m.

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