Thesis Creep
topic on 1 show · 1 statements across 1 episodes
1 statements about Thesis Creep, every show
Holding equity positions too long drives thesis creep and underperformance
“We typically find that if our teams have held stocks for too long, it's usually not a good thing. It's better to be trading in and out of them. There's also a risk of thesis creep, quite frankly. Where you start out in something for one thing and then you wind…”