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Ep. 1086: Jim Cullen Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Differences Between Value and Momentum Trading

"We're looking for new names that are under 14 times earnings," he says. "Once they become higher than the market, multiple, we look to sell them and replace them with something new" The portfolio has roughly 33 names in the portfolio, all equally weight around 3%. 'Some years it's going to be more than others because you've had big runs'

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