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How to Sell When Things Are Egregiously Overpriced
When we invest, we may not be able to precisely tell how well the company does. So some other lessons, you know, do not sell when things appear fully priced. And when you figure out the difference between overpriced and egregiously overpriced, call me collect. A single grade business could become 60%, 70%, even 99% of the portfolio like NASPERS.