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Archive of entries posted on July 2014

Scrambling. useful investment lessons, especially the virtues of walking

I don’t like the market’s strong negative reaction to Qualcomm’s China issues. I think they’re overdone. Fortunately we’re still up with QCOM. I need to mull more on this. Read the earnings transcript. Good that  we still have GLD, Visa and Nike, which are doing well today. My friend is doing well with a tight […]