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To: bruwin who wrote (117864)2/6/2014 12:11:42 PM
From: JoJoKRead Replies (1) | Respond to of 118717
 
More specifically, incredibly smart investors I have come across that don't manage portfolios like the average institution and invest with a margin of safety. Let's just say self-proclaimed "value investors" who hold 20 or less positions in their portfolio (arbitrary constraint, but they tend to perform better than other "value investors").