MI158: Investing for Outsized Performance w/ Jeremy Deal
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Mistakes of a Missionary Manager
i'm curious, how often have you decided that you were wrong about an investment thesis? And maybe talk about what that experience was like. It's a great topic, because i don't think people talk about their losers enough. I mean, i'd say th the lens that i used to look at a business to day in invest to day is absolutely a derivative of all the mistakes that i've made as a manager and even in my private investing prior to that. The real big mistakes are compounded by other mistakes. So it's not just buying the wrong business, its finding a way to justify holding on to it.
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