
The Gap Between What you Own and What the Market Wants
I should know better. And yet I still catch myself making the same mistake. I buy a name that feels right. Clean. Logical. Real industry. Nothing embarrassing about it. I'd show it to another investor and they'd probably nod and say that's a good name. And then it sits. Not because it's bad. Because it's mismatched. That's the thing nobody really talks about when they're honest about their portfolio.







