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Talk Your Book: Investing in Quality Growth
Animal Spirits Podcast
Long Term Portfolio Management - How Do You Deal With the Fast Moving Market?
I'm curious as a portfolio manager of long term stock holdings, high quality, how you deal with the fast moving nature of the markets. How do you think about that as a long term shareholder when things seem to be moving so much faster than they ever have? I would say for the most part is a quality manager invested in a concentrated portfolio of names that we know very well,. That we apply sort of a risk-first mindset and overall during these volatile times, AI tend to sleep well just as well during the times when things are kind of easy.
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