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High tech ltb&h practitioners of good cheer are invited to share stock picks, anecdotes, and reminiscences while we wait for the current bear cycle to reach its natural conclusion. You're welcome here if you believe there is such a thing as a sustainable competitive advantage, and that investors who hold stock in companies that have such an advantage will attain returns in excess of the averages over the long haul. This forum will be strictly moderated, and contentious sorts will have limited opportunities to disrupt the gathering. | ||||||||||||
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