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Interview with Ric Dillon, founder and CEO of Vela Investment Management

The JRo Show

CHAPTER

Investment Strategies: Knowing When to Sell

This chapter delves into essential investment strategies, particularly the timing of selling or adjusting positions based on intrinsic value assessments. It utilizes a case study of Merck to illustrate how major news events can impact valuations, underscoring the necessity of maintaining a disciplined investment approach.

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