Capital Compounders Show cover image

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

Capital Compounders Show

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app