Concentrated Investing
2 posts
Mohnish Pabrai: Let Your Portfolio Naturally Skew into Larger PositionsIf you’re like me, one of the things I spend a lot of time thinking about is how many stocks to hold and how big my positions should be. That’s why I found this interview with M…
Joel Greenblatt: How Warren Buffett Simplifies Smart InvestingIn this interview with Barry Ritholz: Joel Greenblatt highlights Warren Buffett’s analogy comparing investing in stocks to owning businesses. He explains that if someone sold a …