Australian Finance Podcast cover image

Value investing in shares: applied curiosity & finding great companies ft. Gaurav Sodhi

Australian Finance Podcast

00:00

The Broken Thesis Rule

I think my worst investments and what I've advocated for publicly are definitely the ones where they fall. And because it changes the reason I own it. If your investment case is broken, it's an automatic sell, an automatic sell. But then you can come back and look at it after you've sold it and see if there's case for buying it again. It's really hard to make that difficult choice to chop.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app