The downside of value investing is that I don’t know if my portfolio sucks today because everything I own is a small cap or everything is rate sensitive. The upside is that, if I’ve done my work well, it shouldn’t matter.
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Replying to @WoodhillValue
Couldn't agree more, what a salient comment to be able to fall back on pre October market break
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Replying to @Geoffsmithusa44
Thanks! And credit to @MachHBInvesting for some wise words that helped me make sure to walk the walk and not just talk the talk.
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Replying to @Geoffsmithusa44 @WoodhillValue
Cheers Geoff!
7:28 AM - 6 Nov 2018
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