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EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter

Focused Compounding

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The Cally Criterion for Portfolio Construction and Opnisation

The biggest difference between buffet and graham, and most people who follow buffet, is his position sizing. He comes much closer to the caly criterion approach m than almost any other investors. So i would say i often get numbers that might be similar to the cali criterion in terms of that your bet should be much bigger and much less frequent. M, i don't think understanding the cat criterion or worrying about calculating i t is at all important a many differents,. more like the principles they take from it.

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