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When selling positions at fair value, the art is recognizing when a business is reverting to normal or improving; sometimes the business improves more than forecasted, so being patient with high-quality businesses that are improving is important because you may find out things are much better than imagined

normativepending

Speaker

Scott McBride

Evidence Quote

“when you get a business that is you know we'd say like reverting or business that's improving...when things start to get better you want to be patient because you'll find out that oh things are a lot better than I could have imagined...you want to be patient when businesses that are high quality start to um see the Improvement that you expected”

Source

A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride— Excess Returns
Created: 8/11/2026, 7:48:51 AM

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