thesis creep
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 8, 2023 by Tony Yoseloff · across every show →
Everything said about thesis creep, oldest first
May 8, 2023 negative
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…”