[David Rolfe](/guru/david+rolfe/summary) ( Trades , Portfolio ), the chief investment officer of Wedgewood Partners, disclosed his portfolio for the third quarter of 2021 last week. The guru's St. Louis-based firm approaches potential investments with the mindset of a business owner, striving to generate significant long-term wealth by analyzing a handful of undervalued companies that have a dominant product or service, consistent earnings, revenue and dividend growth, are highly profitable and have strong management teams. In his [shareholder letter](/news/1545099) for the three-month period ended Sept. 30, Rolfe discussed supply chain disruptions that are causing shortages around the world using the popular...