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September Mailbag: A Career in Finance

Rule Breaker Investing

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How Do You Think About the Penalty Box?

Tim Byers and Rick Minaras, Tim and Rick. Welcome back to Rule Breaker Investing. We don't necessarily put a company in the penalty box if we think the thesis has changed. It's much more likely we would say, should we sell that company? So let's start with how to think about it as a hold.

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