There have been some notable cases in the past 2-3 years where you maintained your conviction despite the worries expressed by Mr. Market... and then managed to stick with those names as they kept making new highs, which often seems like the harder part of the game for us value investors.
There have been some notable cases in the past 2-3 years where you maintained your conviction despite the worries expressed by Mr. Market... and then managed to stick with those names as they kept making new highs, which often seems like the harder part of the game for us value investors.
Kudos on the great work IE, keep it up!
Thanks Alex. Making every mistake in the book, twice, has helped with what you are describing!