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The Intellectual Investor

When the Facts Change, We Change Our Minds (Anatomy of a Sale) – Ep 81

Jul 14, 2020
00:00

In investing, one of the most important traits an investor can have is intellectual flexibility. Buffett, for example, is very dispassionate about what he owns; he has the ability to change his mind. In the early part of 2020, he was the largest shareholder of US airline stocks, and was actively buying more, only to sell them a few weeks later. This quarter, Vitaliy did something similar with a company his firm, IMA, admires. In this podcast, Vitaliy explains what that company was, and why it matters.

You can read this article online at: https://contrarianedge.com/when-the-facts-change-we-change-our-minds-anatomy-of-a-sale/

Disclosure: Read this before you buy your next stock

 

The post When the Facts Change, We Change Our Minds (Anatomy of a Sale) – Ep 81 appeared first on The Intellectual Investor.

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