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RWH017: Fidelity Legend Joel Tillinghast
We Study Billionaires - The Investor’s Podcast Network
Small Cap Healthcare - The Farm Team
Tom Gainer does something similar where he's somewhat diversified and somewhat concentrated. But they're sort of the farm team. Some of it is to give a comparison. The other way before Wells Fargo started to have their issues with compliance and overselling, my approach might be any bank that I buy has to be as good as Wells Fargo. So sometimes you can have a benchmark stock but it's hard if I look at small cap healthcare and say everything has to be as good as UnitedHealth.
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