Enduring Investing and Life Lessons with Guy Spier
Excess Returns
00:00
Discarding Your Best Loved Ideas
Michael Mobison: I want to pick up on this idea of discarding your best loved ideas. He says he struggles with having conviction in his investment approach, but also being willing to change it when the facts dictate you should change it. "I think that keeping a diary, so writing stuff down so that we can remember who we were then is helpful"
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