Great managers often make their best trades when the market hits an air pocket. Two weeks ago, Wayne Himelsein, one of my managers, sold AMD. Last week he invested the proceeds in Take-Two Interactive. Even in the midst of a turbulent market, this trade is starting out brilliantly.
Great managers often make their best trades when the market hits an air pocket. Two weeks ago, Wayne Himelsein, one of my managers, sold AMD. Last week he invested the proceeds in Take-Two Interactive. Even in the midst of a turbulent market, this trade is starting out brilliantly.
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