They've done a great job managing their business. I believe in the businesses. I believe in the numbers.

256

A lot of aggressive growth managers tend to be momentum investors because stocks are going up they'll buy them. What I try to do is anticipate which stocks are about to go up. Because of that, I'd rather be early. I buy them when they're small, under-researched, and if it takes two or three years for Wall Street to realize it, as long as I feel ultimately vindicated, we'll stay with it.

255

Piazza is like me picking Intel 15 years ago. One of those comes along once in a lifetime. You're lucky if you own 'em.

169

That's probably a featured stock of the fund.

152