Sean Stannard Stockton - Managing In a Volatile Environment
The Business Brew
00:00
Are You Trying to Replace Stocks That You Don't Know?
We try to be very dispassionate about that, but we still have a very high hurdle to move something that were new to learning about to replace stocks that we know inside and out. So our research process is time intensive, and we are slow to replace existing names on purpose. We're working hard on looking for new companies, cause there are some amazing declines in businesses that appear to be good businesses. If we're right, if those are good businesses, and these declines are much larger than declines in our own stocks, well we shaull be making some traits. Yes.
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