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I don't consider myself to be a value investor (what a painful game that can be) and I am only a contrarian selectively (sometimes when everybody's bearish, everyone is right) but as I look through the wreckage of Woodford Patient Capital Trust (LON:WPCT) trading at 60p while hysteria sweeps through the media, I can't help but be tempted into a cheeky purchase. I have found…

I begin with the unorthodox view that concentrated portfolio is better than a diversified one. That is, those who have a deep understanding of both finance and markets should spend their time identifying a handful of truly excellent companies and buy them rather than scattering chips all over the investible world. With this is mind, AB Dynamics is such a candidate to be heavily concentrated…

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