- Really interesting review of Lee Freeman Shor’s “The Art of Execution”
- “Shor’s most powerful point is that investment performance is largely dictated by what an investor does after they buy a stock, specifically by how they deal with both losing and winning positions over time.”
- The book uses a dataset of 30,874 trades made by 45 top managers who ran money as part of Shor’s “Best Ideas” fund from June 2006 – October 2013.
