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Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here's Why | #475

The Meb Faber Show - Better Investing

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The Importance of Cell Criteria in Portfolio Construction

I asked people, do you establish any sort of cell criteria when you initiate a position in a fund or a security? Then, obviously, it's like 90% dull. And we say, this is often important to think through ahead of time. Usually everyone thinks because of the stuff that goes wrong or goes bad. But for winners and things that are going right that you can sell,. So if you're locked up, it doesn't matter. You don't have a choice. How do you think about that? If something becomes a larger part of your portfolio, for investors, maybe a 5 or 10 percent position, all of a sudden becomes 20, 30, 50. Or is it

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