AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
MI165: Is FAANG the New Value? w/ John Huber
Millennial Investing - The Investor’s Podcast Network
How to Manage New Capital in a Fixed Portfolio
5min Snip
00:00
Summary
Transcript
Episode notes
Clay: I have a general hurdle rate in mind when I'm thinking about new investments. Do you ever sell some of your best ideas if you feel that they're trading far above their intrinsic value? Clay: Over time, I've learned through my own, through empirical observation and my own mistakes that it's better to hang on to these quality companies unless you have a really great idea.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode