Each year I check in on every company that I own and cover for the Irregulars, even those where my opinion doesn’t change much from month to month (or even from year to year, in some cases)… but we’re going to do it a little differently this year. This is all part of what will […]
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FYI, Brian Dalton put out a letter to shareholders this week that reinforces their philosophy (get optionality, don't in...