The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI158: Investing for Outsized Performance w/ Jeremy Deal

The Intrinsic Value Podcast - The Investor’s Podcast Network

00:00

How Concentrated Do You Want Your Portfolio to Be?

The more companies you have in your portfolio, the less you're going to get to know those companies. Buffet has always had such a concentrated portfolio. We expect everything we own to decline by at least 50 % one time or more during the time we own it. It will go through periods of tie. Like we have part of our portfolio to day as really in favor.

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