Like a theater critic who loved it when a production was done right and hated it when it was botched, Jim delighted in writing about companies that were succeeding and had a visceral disdain for those flubbing the job.

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" As guards ended the interview, DeGeorge asked, "Are you writing about me or the insurance companies?

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Joel Tillinghast, a longtime Fidelity stock fund manager who is writing a book about investing, asked how they think about companies' returns on capital.

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