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Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong
Forward Guidance
Trading vs. Investing Strategies and Ticker HOV
Trading involves shorter timeframes and more concentrated positions, sometimes leveraged, to capture part of a stock's movement rather than predicting long-term trends, which is difficult. Techniques like overclocking positions and strategically scaling out can help capture more of the stock movement. In contrast, investing through stock picking and holding for a long time requires predicting the future, which is challenging due to the complexity of factors involved. The discussion also touches on an example of stock selection, HOV, a company that struggled during the global financial crisis but is now recovering by paying down debt and returning to growth, offering potential investment opportunities after avoiding bankruptcy.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode