Q&A: When to sell, Debt Analysis, Cyclicals & Becoming a CEO?

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Time stamps:
0:00 - Q&A time!
0:48 - Living off your investments
3:46 - Mental models
5:56 - Becoming CEO of a portfolio business
7:31 - When to sell?
8:58 - Cyclical businesses
12:10 - Seritage intrinsic value
12:39 - Debt analysis
15:27 - Matt Peterson podcast
16:05 - Investment tracking & circle of competence
18:16 - Thanks for watching

Enjoy :)

Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision.​

Видео Q&A: When to sell, Debt Analysis, Cyclicals & Becoming a CEO? канала Investing with Tom