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What are some boring, non-tech (but tech-enabled) companies that you think are valuable now?
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Seeking to get some ideas about some relatively boring, non-tech/software companies (though I welcome those that are tech-enabled, e.g. Starbucks) that you think are valuable right now and the market is ignoring?
What is having an upwards trajectory and yet it is still underpriced?
What are your favourites?
For me it's been rail (CN and CP)
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