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19min chapter
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Capital Allocators – Inside the Institutional Investment Industry
From Passion to Portfolio: An Investor's Journey
This chapter chronicles the speaker's evolution from familial discussions about business to a robust career in finance, emphasizing pivotal influences like Ben Graham's philosophy. It details their transition from law school to finance, launching a fund, and developing a concentrated investment strategy that prioritizes high-conviction ideas. The narrative also highlights the emotional challenges of managing external capital while adhering to personal investment principles.
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