Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
Capital Allocators – Inside the Institutional Investment Industry
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Mastering Investment Diligence
This chapter explores the critical process of ongoing diligence in investment management, focusing on the consequences of poor capital allocation and misjudging leadership. It emphasizes maintaining a concentrated yet diversified portfolio while discussing strategies for position sizing and avoiding overtrading. Additionally, the chapter highlights the dynamics of working within a family-based investment firm and the importance of building strong relationships for long-term success.
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