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JRo's Notes: United Rentals Q3:2024 Earnings
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JRo's Notes: Sherwin-Williams Q3:2024 Earnings
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Ai Data Center Buildout
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Tesla Robot Event from ESG Investor that Attended
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Michael Mauboussin's Updated "Measuring the Moat" White Paper Published Yesterday (Oct 15, 2024)
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Fastenal and the U.S. Industrial Economy (Possible Signs of Moderate Improvement)
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Giving Back
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Tax Season
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Home Buying Advice
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Fav Podcast Episodes
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Public Posts: October Open Thread
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Public Posts: September Open Thread
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Public Posts: August Open Thread
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Other Slides From Q2 Earnings
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Public Posts: July Open Thread
123Latest by Adrian
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Public Posts: Week of June 21st
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Public Posts: Week of June 14th
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Public Posts: Week of June 7th
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Public Posts: Week of June 1st
12Latest by Adrian
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Public Posts: Week of May 24th
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