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Gary,

My read of Saul’s approach is the same as yours. He advocates a LTBH mentality but in practice, has no hesitation quickly pulling the plug when he sees either some weakness in a position or a better opportunity for his money in a new investment. Like Pro I guess, he isn’t adding new money so that’s his only choice when adding a position. Dump the weakest. It seems to be working extraordinarily well for him and others there. Comparatively, a criticism of MF services that I’ve seen is that positions are held too long. Hard to tell in the brief marketing piece I’ve seen with this service that Karen has highlighted how the buy/hold emphasis will work.

Also, Saul advocates a small number of holdings which seems pretty clean too. He feels more than 10 or 12 is too many to watch carefully. Makes good sense but concentrates risk a bit, especially if you have a hard time letting positions go (which he doesn’t!)


Paul
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