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Keep your eye on the ball
Like most investors, I am not immune to the recent drop in market prices. Companies I have been/am bullish on keep dropping on little to no news. (yes, $WINE, Naked Wines I am also talking about you)

This begs the question: Was I wrong all along or is this a great buying opportunity?

Difficult to stay clear-eyed and try to figure out the answer for all stocks in my portfolio or watchlist. I am biased towards keeping my eye on the ball and forward-looking IRRs, business quality, etc., but evaluating stocks on my watchlist gets more difficult as similar quality companies keep dropping together (paralysis by analysis?). Ironically, I remember complaining a few months ago I could not find many stocks at attractive prices without stretching assumptions about the future!

Whether I should have done nothing like Terry Smith preaches or turn over my entire portfolio, I will be a better investor by the end of this. For now, I will go back looking for the highest quality small-caps I can find!

partnershipinvesting.substack.com
Global Quality Investing | Partnership Investing | Substack
Global Quality Investing is a publication of my research to find high-quality companies worldwide. This newsletter will take you around the world to find the highest quality compounders with a bias towards smaller companies. Click to read Global Quality Investing, by Partnership Investing, a Substack publication with thousands of subscribers.

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