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Thinking About Increasing Equity Exposure Modestly in Best Ideas Newsletter Portfolio

publication date: Mar 4, 2016
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Image Source: Berkshire Hathaway. 

We’re considering adding the company of an investing legend and a sliver of a fast-casual restaurant to the Best Ideas Newsletter portfolio. We’re also pondering a put option on an irrationally overpriced member of “FANG,” and we’re watching developments at Yahoo closely.


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