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santafe2

12/21/20 6:51 PM

#91738 RE: cgavin5 #91736

Yup, nice one Ron. I have to work on my ability to pull the trigger when I'm sure a company has all of the right components to win in their space. Sometimes focusing only on value has problems. You, Nick, Court and Elroy, (and probably others), have all offered up excellent ideas that I've reviewed and then published positive comments here and then not invested.

I'm going to set aside a smaller account to invest in all of these idea companies to see how I do. Thanks for reminding me of another one I analyzed and missed the early entry point..:)