3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

RWH003: How To Win The Investing Game w/ Joel Greenblatt

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Do You Still Have a Concentrated Portfolio?

Do you think that 80% of your assets in six to eight positions was too risky? Or would you still do it the same way? Particularly now when markets have probably become more efficient, maybe there are fewer opportunities then more picked over. Does super concentration still make sense? Or is it problematic because there are just such risks that you blown out of the game? Ecause weve focused on a handful of winners like you,. or nick sleep in case takaria, these people whoave had very concentrated portfolios.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode