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Thank you for publishing the interview. I missed it. Bought some of the stocks he purchased on 2009 -cheap cheap- after sneaking into his 13F filings. He was a bit early in some of his positions mpg, pmi, nct but most of what he bought has been solid. Somehow though, he strikes me as a good old “connected” boy. An important consideration when it comes to making money.
He bought MPG?
Sigh, the entry is already too high now.
He bought it in 4Q09. Check here
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