a good lesson for all in the small cap area, page-37

  1. sahmee
    10,498 Posts.
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    17/01/14
    11:08
    Post #: 12819596
    Howard Marks latest note on theories of investing, luck, circumstance and finding and understanding the right play to abuse

    very relevant to punting anything

    link here
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    lightbulb Created with Sketch.  Great analysis
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