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Michael Batnick - The Not So Irrelevant Investor

The Business Brew

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The Importance of Indexing

Tom Gaynor said that he was in the Markel lunch a while ago and he said, you know, I used to hunt the 52 week low list. But when it's like an idiosyncratic stock that's come down, there's usually a lot of shit that's gone wrong in that company. Stocks are full 80% for no reason. Like those management teams aren't that excited to like send cash back and potentially get out of their own jobs or be a liquidator CEO. That's just not what guys get up out of bed to do every day and women. And so if that has to be like a stabilization for three months, five months, like I'd much rather

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