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On Something to Ponder - The 20 punch card
#4
I think I squandered most of my 20 punches in my youth. Like Ron I try to make most of my core moves an improvement. I wish my positions were more static but I need a bad market before I take most of my core positions to max size.

I understand Warren's intentions but he doesn't follow his own rules at times. Berkshire swing trades stocks and then holds KO for 40 years when it probably needed to be trimmed a decade ago. I guess when you buy 10% of AAPL you are allowed a few mistakes
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RE: On Something to Ponder - The 20 punch card - by fenders53 - 12-11-2021, 07:20 PM



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