When To Trim Winners
19:08–20:23 · 75s
Matt and Lou offer a simple framework: trim if valuation skews your portfolio or your original thesis no longer holds—profits are fine, conviction matters most.
19:08–20:23 · 75s
Matt and Lou offer a simple framework: trim if valuation skews your portfolio or your original thesis no longer holds—profits are fine, conviction matters most.
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