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You used what Phil Fisher called the scuttlebutt approach to...

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    You used what Phil Fisher called the scuttlebutt approach to researching.
    Never heard of CTN, so excuse my ignorance of non posts about them.

    I wouldnt sweat to much on the others (ex AFI), as time is the wonderful friend of a well managed business including LICs - and over the long term its better to have time in the market (during all cycles) than to time the market.
 
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