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  1. 553 Posts.
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    Yes I'm wondering if Roger is going to give us some sort of interpretation/explanation in terms of his theories. I thought a lot of what he has said makes sense but I always thought his ideas about diversification were a bit curious. Sure, if you have the perfect company, why diversify, but if you get it wrong chosing the perfect company or something quite out of the blue goes wrong, well, what then Rog ?
 
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