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Real-Money Stock Picks / Messed-Up Expectations Portfolio


Subject:  Re: Thinking about position sizing Date:  11/5/2010  10:43 PM
Author:  MisterSideshow Number:  20 of 1287

My BIG take-away from this is that one should first decide what company which they have the most confidence in and THEN decide what price/allocation to purchase it. Not the other way around.

Ever notice how much Warren Buffet's quotes make their way into our conversations?

WB: "I'd rather own a great company at a fair price than a fair company at a great price."
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