The idea of not speaking to management is a very bad idea. You're really dumb if you don't because you can get all sorts of insights tells opportunities to learn relationships. I think that talking about your investments in the right forum with the right people is a very, very smart thing to do. The name of your shows 1% better describes it perfectly. All we need to do is get 1% better and if we do that consistently the results are going to be extraordinary.

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