Something New

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This blog to date has focused on a long term strategy that had added a lot of value for me. For me, sharing that is the reason for doing the blog.

As I talk to people, they seem more interested in the stories about investing and in looking at individual companies and themes. I hear a lot about these as well and am going to start posting, on an add hoc basis, some of these types of insights.  I will maintain a discipline of creating a timeline when I share an insight and then reviewing the outcome at the appointed time.






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