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Strategies & Market Trends : Value Investing

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Lance Bredvold

To: Paul Senior who wrote (62919)	11/25/2019 12:18:54 PM
From: Spekulatius	1 Recommendation of 78957

I thought about this and rather than selling BRKB, I decided to sell my substantial holdings in WFC and with that avoided doubling up on exposure in financials. I don’t like financials currently, despite their moderate valuation, because I am concerned about a double whammy of interest spread compression and increased loan losses in an economic slowdown.

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