How Micro Informs The Macro | David Steinberg on Scott Bessent, Pet Investing, Semiconductors, Music Publishing, and Peter Lake
Monetary Matters with Jack Farley
Concentrated Investing: Beyond Macros
This chapter articulates an investment philosophy that prioritizes concentrated portfolios and long-term holdings in individual companies, contrasting with traditional macro approaches. It highlights the significance of understanding business fundamentals and operational ecosystems, supported by personal anecdotes and historical market references. The discussion also critiques the rise of passive investing, advocating for in-depth research and a long-term perspective in today’s competitive financial landscape.
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