Tobias Carlisle - A Modern Walter Schloss
The Business Brew
00:00
How to Keep Your Portfolio Perpetually Cheap
The good thing and the bad thing about running a explicitly deep value portfolio is that they are always rebalancing into the cheapest opportunities. It's not clear to me that buying something and staying in it for a really long period of time is any better than trying to stay clustered in the things that are very cheap. I want a different vehicle where I can be more discretionary about what I put out just fun so he says.
Transcript
Play full episode
