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| We’re skeptical investors. We avoid the herd mentality of financial markets. Instead Dolan McEniry keeps its attention on one thing, the right thing: the analysis of free cash flow. We think that lending money to companies over the long term is better than trading pieces of paper in the short run. That’s why we seek companies with proven records for generating strong levels of free cash flow. Not EBITDA, but good old-fashioned, end of the day, bottom line, after capital requirements free cash flow. After all, isn’t it cash flow that pays interest and principal? more  |
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