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    I Like this quote I dislike this quote“We're not addicted to any industry. We focus on one business at a time.”

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    I Like this quote I dislike this quote“This is a stock picker's market. I call them 'rifle shots,' at good businesses.”

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    I Like this quote I dislike this quote“It's rallied a lot and some form of recovery has been priced in, so we've cut back recently. But we still have a pretty sizable position.”

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