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here's another thing

you want to stay in industries and companies where you previous thesis statements are true

again, not picking on him cause it a different style, but when BGM said that he bot more BGFV because it had fallen that would be different for me - I expect most of my picks to go up from the moment after I buy them, and if they don't that is usually an indication, if not paired with a general decline, that I've missed something very serious.

For all the abuse he gets, Mr. Market is not stupid most of the time. There is usually an understandable reason for everything (even drift)...
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