His mantra is simple, if the fundamentals are right then ignore the noise. It's a long way round the track.
Another great philosophy of Buffett's - Buy on fundamentals. If they are sound, buy and hold. Moniter and fine tune holdings. Do not ever expect your favourites to get it right every time, however if the fundamentals stay sound then continue to hold and buy on any weakness.
OZL Price at posting:
$17.15 Sentiment: LT Buy Disclosure: Held
