#1
Sell Discipline Rules
"Have clear, pre-defined sell criteria. Sell when: your thesis is broken, valuation is fully realized, or a significantly better opportunity appears."
Follow pre-defined sell criteria without emotion.
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Jim Simons📌 Selling & Review
Jim Simons's Selling & Review Rules
James Harris Simons (April 25, 1938 – May 10, 2024) was an American mathematician and hedge fund manager. He founded Renaissance Technologies in 1982, which became one of the most successful and secretive quantitative hedge funds in history. Before entering finance, Simons was a renowned mathematician who contributed to the development of string theory and won the Oswald Veblen Prize...
3 principles·Selling & Review
3 Key Selling & Review Principles
#2
Review Your Investment Thesis
"Regularly review whether your original reasons for owning a stock still hold. If the facts change, change your mind. Holding a broken thesis is the costliest mistake."
Regularly challenge your original investment thesis.
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Learn from Past Sells
"After every sell, review the outcome. Did you sell too early, too late, or at the right time? Post-mortems on sell decisions improve future judgment."
Post-mortem every sell decision to improve.
Read Full Analysis →Frequently Asked Questions
What are Jim Simons's key selling & review principles?
Jim Simons has 3 key principles on selling & review. The most important one is "Sell Discipline Rules" — Have clear, pre-defined sell criteria.
How does Jim Simons apply selling & review in practice?
Jim Simons applies selling & review through several key principles including "Sell Discipline Rules" and "Review Your Investment Thesis". These principles guide practical investment decisions and have been tested across decades of market cycles.
What makes Jim Simons's approach to selling & review unique?
Jim Simons's approach to selling & review is distinguished by a focus on long-term thinking and fundamental analysis. With 3 specific principles in this area, Jim Simons provides a comprehensive framework that investors at any level can study and apply to improve their decision-making.
