On today’s show I reprise my thoughts on portfolio Darwinism and selling losers like First Republic Bank. I’ll go through the Mailbag and talk about Tesla, General Motors and Lyft. I’ll walk through the SMA portfolio, recent improvements and how we’ll make money this year.
 
Much Needed Levity:
 
Norm Macdonald & Jerry Seinfeld getting coffee:
https://www.youtube.com/watch?v=Que0ty0jlAg
 
 
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