2min chapter

This Week in Intelligent Investing cover image

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

This Week in Intelligent Investing

CHAPTER

I Loved the Decision Tree

"It's kind of amazing to me how much sentiment and a emotion a kind of crystallize in these big move moments," he says. "In the wrong direction, there are things that break momentum." The only bad reactions were in high-momentum stocks irrespective of valuation or any other factor such as quality nor valuability. If you're weak into arnings, regardless of valuation or anything else, these really bad moves tend to be the reversal.

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