4min chapter

This Week in Intelligent Investing cover image

Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation

This Week in Intelligent Investing

CHAPTER

Is It Time to Pull the Rip Cord in Panic?

Atme: You need to ingrain the principles of what you're doing into your own form of a check list. He says balance sheet strength, competitive landscape and dust countrate sensitivity are key factors in deciding whether or not an investment should be made. "Where this thing traded in november, december, o r january is completely irrelevant," Atme adds.

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