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TIP389: Buffett's Core Principles w/ Dev Kantesaria
We Study Billionaires - The Investor’s Podcast Network
How Do You Decide to Sell?
Every day we're taking in new risk factors. We may learn something to day, but generally, with the types of businesss that we hold, we might learn something every few months or every every few years that adds to our view of risk. When something reaches a hundred % of our intrinsic value, we have to justify why they are still in the portfolio. And so that is usually how most things leave the portfolio. As i mentioned, when we sell something, it often continues to do well even after we sell it. I've thought of creating a second fund it just takes all the things that we've sold and see how that goes,. because i think that actually would do very well
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