Meb Faber - Why Market Timing and Limited Liquidity Could Challenge Your Investment Beliefs
Standard Deviations with Dr. Daniel Crosby
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How Long Do You Give an Investment?
There's been periods where us as have gone nowhere for decades and under performed bonds for decades. So if you have a thesis, and no one does this, write down why you're buying it. And that's what people spend 99 per cents h time on. But also a think about why you would sell it. Everyone says, now, i'm driven by process, not performance. But what happens something under performancei does poorly, and they sell it, which is often probably the opposite of what you should be doing.
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