Post #4 by maxthetrade on the Manlobbi's Descent board

Investment Strategies / Manlobbi's Descent

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I recently bought a small position in BAM when it traded below $40. After the split I sold BAM and bought more BN because I thought BN was too cheap vs. BAM, so far so good. Longer term BN is certainly the better business but price does matter. With BAM down 16% today I'll have to rethink this. Every time I hear Flatt speak I want to sell but so far this would have been a mistake, I doubt that I can ever make this big position though.

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