Day: November 3, 2020

Cherry Picking is Tempting

When you run an equity portfolio which is concentrated in 25-30 common stock selections, there are usually three stocks which stick out as particularly attractive at any given time. It is tempting to cherry pick and buy those outside of our strategy. As of the end of October 2020, there are more than ten of our stocks which appear to be worthy of extra attention and affection.

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