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What's Your Investing Thesis?
Motley Fool Money
I Don't Let the Macro Really Guide My Buy Decisions Very Often
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I don't think macroeconomic factors have ever played a role in that. I absolutely have sold more often based on the reason that I don't really fully understand this business, maybe as well as I thought I did. Sometimes we just get it wrong. You need to embrace getting things wrong because that's what makes you better. That's what you learn from.
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