MI165: Is FAANG the New Value? w/ John Huber
The Intrinsic Value Podcast - The Investor’s Podcast Network
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How to Manage New Capital in a Fixed Portfolio
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.
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