Interesting. Because of the hurricane I was just reviewing your Generac which I always considered to be a sensible speculation. Before Generac rose so much in the past couple of years, it was too small for my taste and it paid no dividend. I figured it didn't have much of a moat as many firms around the world make or could make generators.
I don't add many new stocks, relying mostly on index funds. Danaher is my most recent addition, from several years ago and it's certainly a honey of an investment.
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