Explainer
When to sell: the hardest decision
Most selling is provoked by the loudest signal in the room, the share price. The decision that actually matters is quieter: has the business changed, or only its quote?
Decision 06
When to change your mind
Sell discipline and thesis breaks — the least-taught, most valuable skill.
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Learn the concepts
Macro
A smooth sea never made a skilled sailor
Wild swings in global markets have left investors reeling. Discover what triggered Japan's record plunge and how to navigate such turmoil by focusing on long-term investment strategies.
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In practice
The Show · S1 Ep 28
Why Investors Are Selling Their Best Stocks Right Now
UK banks were the best-performing sector on the London Stock Exchange last year. Housebuilders had been climbing since September. Then the rate cut trade reversed in less than two weeks.
The Show · S1 Ep 21
How I'm Investing in 2026 (What If I'm Wrong?)
Neil Woodford predicted Trump's second year would be calmer. But in January alone, Venezuela's President Nicolás Maduro has been captured, there's been talk of Greenland and Canada annexation, and Taiwan tensions continue to escalate – he was wrong. Yet his strategies still beat the market. What can we learn from Neil's way of thinking?
Stock deep divePaid
Super Micro Computer update: Q3 results
Super Micro disappointed again but the long-term opportunity remains.