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The Bear Market Has Only Just Begun | Ted Oakley
Forward Guidance
A Year Ago, What's Happening Now?
A year ago, the company had about a 200 stock universe that it would like to own. The companies we like were all overpriced and made us raise cash more than normal. Now they're down 20% from their high in september of last year. Hay: We have very, very few companies that really fit into a category where we would want to start buying heavily.
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