Long-Term Investing
Thomas emphasizes the importance of having a long-term perspective in investing, highlighting the challenges faced by value investors during market downturns. He discusses the necessity for investors to endure short-term pain and maintain patience, especially when their portfolios are structured to withstand market fluctuations. The conversation sheds light on the dynamics between managers and investors, particularly the need for a supportive investor base that understands the long game.In this clip
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