Peter Doyle
Peter Doyle
bear kinds market seeing short summer typical
We're seeing a rally, but it's a summer day and it's typical of a bear market to have these kinds of sharp, short rallies,
erosion focusing investment likely list margin names pan permanent pieces reflect safety sustain
All those names on that list actually reflect kind of a margin of safety where even if the investment pieces don't pan out, you're likely to do well or not sustain a permanent erosion of capital. So that's what we've been focusing on,