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riskanalyst

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riskanalyst

Re: iancassel post# 8291

Tuesday, 11/17/2009 11:59:16 AM

Tuesday, November 17, 2009 11:59:16 AM

Post# of 14386
Nice. Loaded to the gills and still adding. Would you divulge how large a position in terms of % of total investment EGMI has become for you? I know you said you like concentrated investing. This is probably a bit above 50% for me right now.
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