Often, the best time to buy stocks is when there is a whiff of panic in the air. Robert Frazier, one of my best value managers, bought Facebook, Apple, Amazon, Netflix, Google and Spotify in November. People lost their minds with a 10%+ drop over 4 weeks and I got greedy buying up Facebook, Apple, Amazon, Netflix, Google and Spotify at bargain prices. Kam: You were up almost 16% in January yet you raised a lot of cash by selling into the rally. Robert Frazier’s Medium Term Value Fund has a 13+ year track record at Marketocracy.
Source: Forbes March 03, 2019 17:15 UTC