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Investing on Margin - Is There Something?
The fund does have a concentrated relative to the outstanding shares holding, but then this is the large amount of companies where I see something interesting going on. Here's an industry with barriers to entry. There is really top notch management team or it's eight times earnings debt free and earnings are growingWhere it is a request for information. Consultants absolutely hate that because you are supposed to leap to high conviction. It puts into the I want to watch this space and find more.