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gside of your clients in their best ideas shows partnership and trust with them, and also helps keep more focus on their key holdings. How did the Regis investment work out? No so well for Boo, in November of 2007 his fund forced him to liquidate his long aggressively driving the stock down to less
ord and has never had any legal issues. MY INVESTMENT STRATEGY: I have always been an investor. I first bought Fidelity Magellan when I was in 8th Grade. I have invested ever since. I believe in investing for the long term. I do not believe in short term investments or day EFTA00293514 trading. I
y to make a recommendation they are typically convicted. Many of my best investments were recommended to me by clients. EFTA00293525 How did the Regis investment work out? Not so well for Boo, in November of 2007 his fund forced him to liquidate his position aggressively driving the stock down to
have always been an investor. My first investment was a purchase of Fidelity Magellan, managed by legendary investor Peter Lynch, when I was in 8th Grade. I have invested ever since. I believe in investing for the long term. I do not believe in short term investments or day trading. I estimate that m
way to make a recommendation they are typically convicted. Many of my best investments were recommended to by clients. EFTA00293505 How did the Regis investment work out? Not so well for Boo, in November of 2007 his fund forced him to liquidate his position aggressively driving the stock down to
have always been an investor. My first investment was a purchase of Fidelity Magellan, managed by legendary investor Peter Lynch, when I was in 8th Grade. I have invested ever since. I believe in investing for the long term. I do not believe in short term investments or day trading. I estimate that m
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