The Four Cs: Consistency, Clarity, Courage, and Conviction

You call them the four Cs. Consistency, clarity, courageousness, and conviction. Why don't you go through those four really quick so people have a good, broad overview? The first is consistency, which is the rules-based approach that we think has been well covered at this point. Second is clarity, which is I look at just a handful of metrics. Third is courageousness, which is basically automating this process of buying low and selling high. Then the final one is conviction, which is referred to as sort of a Goldilocks conviction - finding that nice sweet spot between owning two few stocks.

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