“We write a couple of thousand words on it while we're buying the company… identifying if this happens, we'll sell”

Australian Investors Podcast · Finding Monsters: Matt Joass of Maven Funds Management [REWIND to 2019]

Play from 1:10:37
1:10:37

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What was described

Write a detailed (≈1000-word) investment thesis for each stock, including explicit conditions that would trigger a sale

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