Value Investing, and a Few Cigar Butts: Ruminations on Portfolio Management
Read the full article at: http://mikesnewsletterinvesting.blogspot.com/2006/10/ruminations-on-portfolio-management.html
Submitted by Steven on Wed, 2006-11-01 15:04.
(via mikesnewsletterinvesting.blogspot.com)
Mike takes a look at his portfolio's and realizes that sometimes less management is better management.