SNX → $315.00 by Dec 4, 2026.

Thought I’d post for screening inspiration because most portfolios I see are either very US-heavy or concentrated in the same handful of large caps. I pick stocks globally without strict target country-allocation and am mainly looking for profitable businesses where I think there is some combination of: * earnings/margin improvement * structural growth * better capital allocation * temporary problems being priced as permanent * or simply a valuation that looks too low I also spend quite a lot of …