Finding Great Growth Companies with David Rolfe
Excess Returns
00:00
The Advantages of a Startup Company Like Threads
Wedgwood: We don't mind being really crowded in a certain sector, as long as the business models are very different. How about position sizing? If you have a high conviction name, how big of a portion of the portfolio we will allow it to be? "We recently trimmed trim to Meta because it hit 10%. So that's been, that's been a long held limit"
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