It’s a nice problem to have… One of our positions is up over 280%. Should you take money off the table?I answer a great question about what to do with this name… explain how to manage positions and diversify across a lot of terrific ideas… and tell you what to look for so you can find more big winners.I also break down a big data company and give you a few key items to pay attention to if you’re thinking about buying this name. This is a fantastic teachable moment you’ll want to listen to more than once.Keep the questions coming in at frank@curzioresearch.com.Download Transcript
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