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I have made some portfolio adjustments in the last few months and feel obligated to summarize my current holdings for new and old readers alike. I have done an in-depth write-up on all of the companies I own (they can be found on my author page), but I will summarize my investment thesis for each holding and provide a price target where applicable. I have two types of investments in my portfolio: long-term compounders that I plan to hold indefinitely, and value/special situation stocks that I plan to sell at a specified price. At the