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Conviction Ratings and the Insanity of “Hold”

October 7, 2016

In our recent Guided Tear Sheet web conference to discuss the valuation drivers of Gilead Sciences (GILD), an IOI Member asked a question about the Conviction Ratings that we publish on our IOI Tear Sheets. The question brought up the deeper topic of position sizing – a vitally important issue in investing which we discussed in …

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