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The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy
Yet Another Value Podcast
Importance of having your own perspective on investments
It is crucial for investors to have their own perspective on investments, irrespective of market price action. Microsoft's stock experienced a shift from traditional value investment to a higher multiple, which some perceived as expensive. However, over time, the stock price surged due to both multiple expansion and significant earnings growth. This highlights the necessity of continuously following and learning about a company's story. The example of Microsoft also illustrates how initial perceptions of CEO choices can be misleading, as proven by Sacha Nadella's successful leadership despite initial skepticism.
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