4min chapter

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The World According To A Maverick, Beach-Biding Stock Picker - John Hempton

The Joe Walker Podcast

CHAPTER

How to Manage Your Portfolio Buying Quality Stocks and Shorting Shit Tech

When Learnout and Houseby went to zero, Amazon was the buyer of the century. It had already dropped 70% before it goes up another 100 fold. And if you'd paid buying real quality tech and shorting real shit tech and you'd managed to risk, your returns were pretty astonishing. Mark is still my model for the best stock selector I've ever seen. He's uncannily good at it. But he is not my model on how to learn out and house be story where he was spectacularly right,. more right than you could imagine.

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