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Earnings
Fears of the Coronavirus have caused bonds to rally, resulting in lower interest rates once again.  The Tech Bubble has continued to grow, while value stocks have been left in the dust the last few months.  While this can be frustrating over the short-term, over the long-term, it creates compelling opportunities to create substantial wealth....
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This has been a very busy week for earnings releases on some of our largest investments.  I just wanted to provide a quick update on a few of them, as they were meaningful. Assured Guaranty (AGO), was up roughly 7% after reporting a very strong quarter and a particularly attractive acquisition.  Net income was $142MM,...
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