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I buried the lead in my previous article , "The Coronavirus And Emerging Markets: What I Did And Why." Writing out of a sense of responsibility after recently recommending emerging markets (I still do), I failed to focus on the core reasons for the action I took. What I did was trim about 5% ...
"Not all those who wander are lost." - JRR Tolkien One of the most frequent monsters in investors' collection of nightmares is "thesis creep." This is when the dynamics have changed to the point where you can barely recognize the original reasons why you invested in the company in the fi...