Jacob does not favor frequent or drastic strategy re-evaluation; it would be highly unusual to re-evaluate an entire strategy more than once every couple of years; the focus is instead on identifying when model assumptions fail and adjusting positions accordingly, not wholesale strategy changes.

factualpending

Speaker

Jacob Pizar

Evidence Quote

I don't like to change strategies very often um it would be unusual for me to re-evaluate uh an entire strategy more than once every couple of years

Source

Redefining Value Investing in a Magnificent Seven Dominated World | Jacob PozharnyExcess Returns
Created: 8/11/2026, 7:46:05 AM

My Notes

Loading notes...