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Strategies & Market Trends : Value Investing

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To: John Langston who wrote (2458)11/15/1997 10:07:00 AM
From: john harris  Read Replies (1) of 78627
 
John: I disagree. I don't believe that Lynch was as concentrated in his picks. Nor did he buy for and hold for the periods that Buffett does.
I do agree with your other comment. Buffett was influenced to a degree by John Maynard Keynes who beleived that a successful investment approach was through a concentrated portfolio where one becomes extremely knowledgeable about the companies represented by the stocks in that portfolio.
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