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Thoughts on Portfolio Management - Zeke Ashton of Centaur Capital

|Includes: BRK.A, Microsoft Corporation (MSFT), XOM

I've followed Zeke and Centaur Capital since they started up a few years ago. I've found them to be thoughtful investors with an intelligent approach to portfolio management.

Here are some interesting thoughts of his:

http://www.gurufocus.com/news.php?id=101194