Recent 13F filings
From The Aleph Blog
November 24, 2012 - 11:01pm
I make changes to my portfolio and those of my clients once a quarter, where I trade out of 2-4 of my ~35 companies, and buy a similar number of new companies. I have detailed that in this article. But one thing that I do differently now is where I source ideas. There are three [...]
November 24, 2012 - 11:01pm
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