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I'm a young private investor. I tend to assemble concentrated portfolios consisting of simple, small, quality (predictable) businesses. I'm a strategic generalist, tactical specialist; I scan broadly looking for interesting, overlooked things to become obsessed with for a few weeks. I'll place on my watch-list most anything that is simple and predictable enough to value accurately, and wait for the right price. My investment horizons, which used to be ~1 year, seem to be lengthening. To the extent I pay attention to macro I outsource my beliefs to Scott Sumner and the Market Monetarists (and their blogs); good guys with track records worth noticing.