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Checklist Due Diligence

…excerpt from Mo Lidsky’s latest book, Partners in Preservation‍ ‍ Proper due diligence may seem like an obvious need, but the unfortunate reality is that the critical task of due diligence rarely gets the time and attention it deserves. Yet, this step is...

How Liquid Should We Be?

By: Mo Lidsky Northern Rock stood for over 150 years, was traded on the London Stock Exchange, was one of the United Kingdom’s largest retail banks, accounting for as much as 10% of all British market home mortgages. Then, on one fall day in 2007, it collapsed....

How Do I Know I’m Making the “Best” Decisions?

Video #4 of Mo’s Daily Video Updates: ‍ Transcript‍ ‍How do I know I’m making the best decision? Amidst today’s turmoil, many investors are contemplating whether they should liquidate some holdings, whether they should invest in companies whose prices were beat up? Or...

Fighting Complacency

By: Mo Lidsky …excerpt from Mo Lidsky’s latest book, Partners in Preservation A simple way to combat portfolio complacency is to ask a simple question: If I had to recreate my portfolio today, would it look the same? If the answer is no, it is time to...

Introduction to Rebalancing

…excerpt from Mo Lidsky’s latest book, Partners in Preservation ‍The simplest way to understand the progression from monitoring the portfolio (ensuring investment managers are doing what they said they were going to do and addressing issues as they...
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