The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI276: Finding 100 Bagger Stocks w/ Chris Mayer

The Intrinsic Value Podcast - The Investor’s Podcast Network

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How to Invest When Your Thesis Changes

How often do you reassess the competitive advantages of the companies that you're invested in? Is it every time you're keeping up with the company, is it yearly? What seems like a red flag and makes you potentially wanna sell the stock if you think it's gone that way. When those things start to change for the worse, that's when you really have to reassess what you're doing.

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