
Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.
Focused Compounding
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Navigating Stock Sales Amid Deteriorating Fundamentals
This chapter delves into the complexities of deciding when to sell stocks as a company’s fundamentals decline, emphasizing the significance of distinguishing between genuine issues and natural earnings fluctuations. The discussion highlights investment strategies focused on stable, cash-generating businesses, while warning against risks associated with falling gross margins and weak customer behavior.
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