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William Green with Guy Spier: Investing Prudently in Perilous Times.
The Education of a Value Investor
The Importance of Patience
You took a big hit last year from BYD, which was a very successful investment of yours that then maybe the valuation got a bit ahead of itself. And it really gets at an important question about patience and the willingness not to sell your winners. How do you think through this really difficult and conflicted issue? William Katz: I find myself wanting to reach for a cheap response, which is badly.
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