I have mixed feelings about the new portfolio idea. I'd prefer a house cleaning but understand the logic. Many of us hold the FU stocks so I think it would be important to include them in the new portfolio so we can hear your thoughts on those businesses on a regular basis.
December 4th, 2017 at 1:59 pm
I have mixed feelings about the new portfolio idea. I'd prefer a house cleaning but understand the logic. Many of us hold the FU stocks so I think it would be important to include them in the new portfolio so we can hear your thoughts on those businesses on a regular basis.