https://www.youtube.com/embed/UmkJQ4N5NYI
This is a recent interview with Sandeep Tandon of Quant MF. He has articulated beautifully what I keep trying to say. We need to look at the markets from the viewpoint of data. We should be married to a particular stock or sector. We need to update our portfolio as and when the data changes. Most of the time when we do discretionary investing, we tend to fall in love with our own ideas, our stocks and our own analysis.
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