478: Bank OZK

Investing in a great business can sometimes feel like a personal relationship, and much in the same way as breakups can be incredibly difficult, making the decision to exit a position can cause the same doubt and heartbreak as splitting with a romantic partner. Likewise, the same issues that can arise in interpersonal relationships–keeping secrets, communication breakdowns, divergent goals–can lead to deterioration of trust and change the dynamics of what would otherwise be a long-term investment. It is critical for successful value investors to have the ability to reevaluate positions when new information comes to light, regardless of their prior feelings about a given company. This episode of InvestED finds Phil and Danielle offering a candid analysis of recent developments in Phil’s own investments, and what lessons can be learned when you’re buying into a business with the objective of holding it through the ups and downs that come over the years. Whether you’re seeking a new company to buy or deciding whether an existing investment is staying true to your initial assessment, get your free copy of the Must Have Investing Checklist to avoid unnecessary risk in your portfolio: Topics Discussed: Paris Olympics Athletic sponsorships Bank OZK concerns Difficulty in reevaluating positions VIX Learn more about your ad choices. Visit megaphone.fm/adchoices

You can listen to 478: Bank OZK online on Radio and Podcast. Open the player on this page to stream the available audio.

478: Bank OZK is an episode from Invested: The Rule #1 Investing Podcast.

This episode is 27:31 long.

This episode was published on Aug 13, 2024.

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