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施洛斯真的建议赚了50%就卖吗?
Xin Lang Cai Jing·2025-08-18 05:49

Group 1 - The core viewpoint expressed by Schloss is that determining when to sell a stock is more challenging than identifying when it is undervalued, as it involves predicting future free cash flows, which is inherently difficult [1] - Schloss suggests that investors should not rush to sell stocks simply because they have appreciated by 50%, but rather reassess the company's value in relation to its book value and the overall market conditions before making a decision [2][3] - In a 2008 discussion, Schloss indicated that if a stock purchased at 50 rises to 100, it may be a sign of weakness, and he might consider selling, as the stock has doubled and he prefers not to worry about it [3] Group 2 - Schloss emphasizes the importance of having a predetermined idea of when to sell a stock at the time of purchase, which may evolve over time based on the stock's performance and market conditions [1] - The discussion highlights a common tendency among investors to sell after a significant price increase, but Schloss advises a more analytical approach that considers various valuation metrics and market sentiment [2][3] - The need for reevaluation before selling is underscored, suggesting that investors should be aware of market yields, P-E ratios, and overall market optimism when deciding to sell [2][3]