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15min chapter
RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz
We Study Billionaires - The Investor’s Podcast Network
The Concentrated Portfolio Strategy of a Super-Investor
This chapter explores a super-investor's highly concentrated portfolio strategy, with an 82% allocation to a single stock, St. Joe. The guest discusses their investment philosophy, focusing on long-lasting investments for future generations through real estate assets, particularly emphasizing the potential of St. Joe Company in Northwest Florida. They elaborate on strategic moves taken to reshape St. Joe under their guidance, highlighting the importance of control, responsibility to shareholders, and aligning investments with long-term trends.
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