This is a stock picker's market. I call them 'rifle shots,' at good businesses.
Chris Bonavico
We're not addicted to any industry. We focus on one business at a time.
time business focus industry
good market call
It's rallied a lot and some form of recovery has been priced in, so we've cut back recently. But we still have a pretty sizable position.
recovery pretty form
You must log in to post a comment.
There are no comments yet.