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One recurring theme among listeners includes inquiries about evaluating stock performance. David Kretzmann highlights a question from a listener about distinguishing between winning and losing stocks. He stresses that great investments should be viewed over a long-term horizon—years rather than months. This framework helps investors maintain a focus away from daily market volatility and instead concentrate on the overall success of a company.
When faced with tough decisions about selling underperforming stocks, Kretzmann advises investors to consider whether they still believe in the company's long-term viability and growth. If the enthusiasm fades, it may be time to adjust the portfolio.