#22 The Octogenarian
Behind the Balance Sheet
How to Make Money in Cyclicals and Small Cap Stocks
There's a lot of old ways of making money in cyclicals and small cap. The challenges are always, do I worry about Sam or in China? We try to do two things, judgment and service. It's guiding a harder and harder on eminade and predict with clarity the time frame in which the announced deal would take place.
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