Capital Alocation Slash Management

When to sell, and should you trim, or should you just sit through and let the stock run? And comes back to capital elocation. This is something we discuss a lot here, like when to sell,. When it's clear that there'si know, froth and height around it, then a over ten % over our estimates, or apparent estimates, i think the discipline should be to axcept - at least ye definitely. The more interesting question is what is staying constant? E, so if you can find businesses where you think things are, on balance, more likely to stay constant than change, that has additional value in the portfolio.

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