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Value After Hours S04 E28: Wide Value Spread, Einhorn on Value, Aggregate in Aggregate

The Acquirers Podcast

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How Do You Think About When to Rebalance?

I'm not sure that i buy that value's ripping because people are getting redeemed. But einhorn's much smarter than i am. Who are all these paper hands? E get simy gon to get some diamond hands in thevalue community. Why would you hold anything like it just goes down? Just brittle father ways to lose money. What do you think about rebalancing? Toby, i think it's very important. Does does a stockout perform from one to three years after it falls in? Like the lowest esile? Can you rotate every quarter?

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