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Post# of 822238
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thermo

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thermo

Re: hope4patients post# 535434

Saturday, 11/19/2022 8:18:49 AM

Saturday, November 19, 2022 8:18:49 AM

Post# of 822238
After I sold too much ISRG early, I stopped putting too fine a point on valuations of regime changing companies. I just track if the evidence is consistent with my thesis and let the winners run. One caveat, if the company needs capital, I may recycle some.
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