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17min chapter
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Capital Allocators – Inside the Institutional Investment Industry
The Journey of Investment Writing and Philosophy
This chapter explores the author's experience in writing a crucial investment book and the lessons learned throughout their investment journey. It emphasizes the evolution of investment strategies influenced by key figures like Ben Graham and Warren Buffett, alongside the balance between quantitative and fundamental analysis. Additionally, the chapter addresses the importance of client relationships and effective communication in managing investments.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode