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January 2023 Mailbag: So Far, So Good
Rule Breaker Investing
Is It a Winner Takes All Situation or a Zero Sum Game?
Ori Hughes: Sometimes when I've had smaller cap stocks and I'm thinking, should I buy this or not? But oh my gosh, wait, they're competing against. Microsoft,. well, the reason that doesn't jaunt me some of the time is because you're a pure play really focused on your product within an industry. It's very different from the NFL playoff games that were played last weekend or will be next weekend where only one can win.
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