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Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

Focused Compounding

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How to Be a Defensive Investor

Graham: Most people I know should be the defensive investor, right? Not the enterprising because they're not going to go out and find things themselves. Do either you try and set KPIs or similar for investments to track that are in line with the thesis? Can you give some examples if so, at what would make good or bad ones? If not, then interested in how you monitor holdings ongoing,.What do you look for? Basically, how do we track the thesis, monitor, stock after we bought it? Yeah.

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