Ep 196. Porter’s 5 Forces and Measuring a Stock’s Moat
Focused Compounding
00:00
Strategizing the Management of Net-Net Stocks
This chapter explores effective strategies for managing a portfolio of net-net stocks, focusing on the importance of patience and a systematic approach. The speakers highlight the necessity of monitoring these investments over at least a year to assess their performance and avoid impulsive decisions.
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Transcript
