Now you see, page-144

If you have conviction for a stock, your worry is not whether it will make money, because you all ready believe that, but how long will it take and how high the share price will eventually go.
Many moons ago I had high conviction for a company called Arrow Energy. Bought in at 21c. It took around 5 years from memory, but they were eventually bought out by Royal Dutch Shell @ $4-95.
I have conviction about AWD, know I will make money, but not sure how much. The stock that really rocks my boat is Orthocell (OCC), already up around 70% for me, but I consider they could be the next CSL - hows that for a big call! Remember, DYOR.