Capital Compounders Show cover image

Small & Mid Cap Value: A Conversation with Adam Wilk (Greystone Capital Management)

Capital Compounders Show

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Mastering Concentrated Portfolios

This chapter discusses strategies for managing a concentrated investment portfolio, focusing on the timing of selling stocks and the importance of opportunity cost. It emphasizes a patient approach to holding investments while actively researching new opportunities, underscoring the value of gradual position building in stock accumulation.

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