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

This Week in Intelligent Investing

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Are You Investing in a Sector?

There are some companies out there that are supersensitive, a in terms of their valuation. And if that's no longer, you know, seems as avorable, company could literally be worthless overnight. I feel like if you stay very close to that legal definition of what you're actually doing as an investor, it's much, much easier to mess up when you're doing that. Huge thanks so much for another great discussion on the stock market.

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