It might be interesting to, rather than try to filter European companies, look for opportunities which effect a particular field and then sort through the handful that specialize in that area.>

Sure. And thanks for the names, always good to hear new thoughts.

Right now I think the main thing is to read as much as I can for a couple of years. But of course I'm interested in finding specific ideas for industries and companies to kick start that process, which is why I suggested the creation of the non-US stocks board : )

So far I have put money into only three new names this year (non-US), one of which I've read about for years and owned briefly in the past. I'm still heavily in cash (non-US), which seems just fine at the moment. A lot of my strategy for now will be building lists of what I'd buy if [when] prices got really compelling, as I think I can subsist on interest until that happens.

It takes an enormous amount of effort to learn enough to realize how little you know about a firm.

Jim

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