Investing Thoughts

Random ramblings about process, stock selection, and portfolio management.

Thanks for attending. It was for a great cause.
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Thinking through buys and sells when weighing new info.
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While we always want to credit one or the other, it's usually a bit of both.
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Why? Don't externally compare. Internally improve instead.
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How many stocks?...And at what allocations??...How the heck am I supposed to figure all this out?!?
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Wouldn't a better question be "How does one identify a good company?"
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How expensive is too expensive?
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