"We'll see how it goes" is a flawed sell thesis
The host argued that having no sell thesis beyond 'we'll see how it goes' leads to performance-chasing behavior, where assets are sold after short-term underperformance against an arbitrary benchmark.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.