Balancing Ford Thesis With China Competition

Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast.

This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy.

We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set.

I loved this conversation. Lots to learn and implement into your practice.

NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.