

Ep. 282 These Habits Are Critical For Keeping Conviction In Check: Charles Harris
Aug 15, 2024
Charles Harris, a portfolio manager at O’Neil Global Advisors, shares insights on balancing conviction in trading with the flexibility to adapt to market changes. He discusses key habits for managing investment decisions, emphasizing emotional discipline during market volatility. Notably, Harris analyzes growth potential in stocks like SharkNinja, Eli Lilly, and Palantir, while drawing parallels to the 2007 financial crisis. His engaging anecdotes remind investors of the importance of navigating both optimism and caution in their strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Conviction and Change in Investing
01:32 • 3min
Navigating Market Dynamics: Flexibility and Strategy
04:04 • 19min
Navigating Conviction in Investment Strategies
23:01 • 4min
Navigating Market Volatility: The Psychological Edge
26:44 • 19min
Analyzing the Growth Potential of Shark Ninja
45:43 • 5min
Investment Insights Beyond Tech
51:10 • 17min