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Episode 3240:

Vitaliy Katsenelson explores the frustrating disconnect between stock fundamentals and short-term market behavior, offering reassurance to investors whose portfolios lag despite owning high-quality businesses. Through historical perspective and grounded investment wisdom, he reminds readers why discipline and patience often matter more than immediate performance.

Read along with the original article(s) here: https://contrarianedge.com/the-market-right-now-doesnt-care-how-fantastic-your-stocks-are/

Quotes to ponder:

"The market doesn’t care about your carefully constructed portfolio or how fantastic your stocks are."

"The true test of an investor is not how they behave when everything is going up, but how they behave when nothing is working."

"Markets are not always rational in the short run, but they are a weighing machine in the long run."

Episode references:

Benjamin Graham - "The Intelligent Investor": https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661

Howard Marks Memo - "You Can't Predict. You Can Prepare.": https://www.oaktreecapital.com/insights/memo/you-cant-predict-you-can-prepare

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Ep 204 - Interview with Kat Dunn