Making investment decisions on speculation or quirky seasonal trends is not how we manage the CNBC Investing Club portfolio. Jim Cramer ran a hedge fund where holding times for positions could be as quick as a matter of minutes — not weeks, months, or years as we aim for at the Club. In last Sunday’s column , Jim provided some thoughts on the frothy state of the market and why we don’t own names such as Tesla or Palantir in the portfolio.
