One thing I struggle with as a long-term investor is deciding what to ignore. Markets are full of rumours, early positioning, and “something is happening” chatter long before anything shows up in filings or earnings calls.
For people who stick to value investing, how do you deal with that gap between quiet information and verified disclosure?
- Do you always wait for filings, earnings, or official announcements before adjusting research? - Or are there cases where early context changes how you look at a company or management team?
Interested in how others keep their process disciplined without being blind.