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Knowing The Knowable

2015-02-20, Clement Chiang

As bottom up investors we prefer to focus on the characteristics that make a great business and the valuations that provide a margin of safety.

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If Something Cannot Go On Forever, It Will Stop

2015-01-16, Mathew Hermary

Further appreciation in the S&P 500 during 2015 will not only mark a precedent in historical price movements but a move further away from fair value. 

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