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Month: December 2024


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  • Iron Capital Perspectives
  • December 16, 2024
  • Chuck Osborne

A Tale of Two Stocks

What do these two unrelated stocks have in common? They are high-quality companies whose stocks were selling at what we deemed to be an attractive price. It did not matter that one was purchased when its stock price was going down, while the other was purchased when its stock price was going up; The price movement of the past has no bearing on whether the current price is a good value.