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  • His portfolio now includes:Microsoft (MSFT)Google (GOOG)Dell (DELL)Texas Instruments (TXN)Hewlett Packard (HPQ)Oracle (ORCL)Cisco (CSCO)Finally, Weitz warns against the Wall Street minutiae that clutter our minds with unnecessary details and that steer us away from the two or three items that will ultimately decide whether the company succeeds or fails.
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