Hi Victor,
it was shared in the video the 2 scenarios to buy a stock which are : market crash & temporary pessimism. How about the scenario when the current stock price is lower than the intrinsic value as it was also shared in one of the videos under "valuation" that if the company has strong moat with strong pricing power, then its ok to buy at intrinsic value or 10-20% margin of safety?
Presume a 10% capital allocation to the stock, would it be advisable to adopt a purchase strategy in tranches? Eg 3% now (above situation) then 4% when market crashes and last 3% if market were to down further.
thank you for your time as always!
wendy