SSKILL: LIST:
I'm certainly not disagreeing with you. PYTM was on my list. It was purely a SUB 10 PE list - with no concern about anything else. I owned about 14 on the list and still do. Obviously, I had reasons not to own 82 of them.
Still, I hope you won't change your group throughout the year so we can (maybe) learn from the two of them.
Len
Warren Buffet: 5 minutes and 17 seconds of pure, unadulterated, bulletproof, flawless logic.
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