September Mailbag: A Career in Finance
Rule Breaker Investing
00:00
Is This a Rule Breaker?
If a company is in the penalty box, we do have questions that are at the moment unanswered. And because they're unanswered, we think the odds of that stock lagging the market are higher. But I think David, we want to maybe differentiate between thesis change and we've got questions. We've got questions is potential penalty box. So thesis change, maybe we should sell this because this isn't the rule breaker we thought it is. Everything else that's a buy recommendation is we still think this is a breaker. Even if it's going through hard times, we still think it's a breaker.
Transcript
Play full episode
