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Chris Cerrone - A Simple, Quality Discussion
The Business Brew
The Art of Not Selling
Dud: chuck taught me all these, you know, we talked about the power of compoundingd and not selling unnecessarily a couple of other things just to note. We run a very concentrated strategy. So if you go back over the years, typically the top five holdings account from for anywhere between and 70 % of the assets in our portfolios. And low turnover, so typically less than ten percent each year. Dud: Can i ask you to follow up on this? All right, because i'm curious when, how di, when you let a position grow,. How do you think about portfolio construction as new money comes in?
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