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Indeed, our posts keep crossing. Of the three you mentioned, I'm heaviest in MVL, the FARO, and RBK is still a relatively small position for me. With RBK, I'm going more on TMF recommendation, as I have less of an understanding of the economics of the global shoe business than our star analysts.

I think there are gems within the gems at TMF, and these three seem to shine at this point.


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