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

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...

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

 

Related Articles

How To Invest Your First $100 in Under 2 Minutes – Conversations with Vitaliy – Ep 28

📩 Join 85,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website -  🐦...

The Power of Constraints – Conversations with Vitaliy – Ep 27

Our society looks at abundance only from a positive perspective; however, it also has a very dark side. If scarcity is a disease that inflicts people in socialist countries, overabundance is a sickness prevalent in capitalist ones. 📩 Join...

Antisemitism and Wokeness Threaten the Future of Israel and America – Part 3 & 4 – Ep 213

Today, you will listen to parts 3&4 of my Israel essay.  🚨 If you prefer to read the full essay, here it is: https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/ 📩 Join 84,000+ readers on my weekly...

Antisemitism and Wokeness Threaten the Future of Israel and America – Part 1 & 2 – Ep 212

Today, you will listen to parts 1&2 of my Israel essay. Tomorrow you will hear parts 3&4.  🚨 If you prefer to read the full essay, here it is: https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/ ...