As a value investor , when do you sell?

#321 – Rajiv Jain, GQG Partners – “Everything Is Temporary And The Only Way To Survive Long-Term Is To Be Adaptive” This is a podcast of Rajiv Jain of GQG, he talks about his selling decisions like trimming and adding. Moreover, he uses little bit of macro as a switch-off point. Yes, we don’t incorporate macro at all, but he sees little bit of macro in terms of his selling decisions when it comes to valuations. Similar to “mastering the market cycle of Howard Marks” Exactly how and when did you pull the trigger to get off from the train?
Typically good podcast, it is really worth listening.
If someone did able to get more insight from this podcast, please share!