Portfolio Turnover

I'm not going to add something that's small if i think it's just going to beat 20 %. It has to have significant upside. So yet, we like to be first, but sometimes we cut a inch into positions and wait for mattin to execute. We would ha continuously try to find the best companies we can find. And probably more often than not, they're gong to disappoint us. Eventually filter out and filter in the next batch of companies. Of the ten companies we own, two or three would have went fror micrca small cap, and we continue to hold them.

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