Investing in Companies That Put Shareholders First with Joseph Boskovich
Excess Returns
00:00
The Importance of Flows in the Market
I wanted to ask you about this idea of flows mattering more than fundamentals in the market. Do you have anything you do to try to detach yourself from like the day to day market? Because that's something I struggle with a lot too is, you know, we're really valuing businesses and we're investing in businesses. But we're seeing all this craziness on a day to day basis, movement and stock prices. And it's really hard to separate yourself from that always. It's almost a full time job, staying away from group thing. Absolutely.
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