2min chapter

Capital Allocators – Inside the Institutional Investment Industry cover image

Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Retail Investors Conjure Conviction

Seth clarman refers to value investing as the combination of a contrarian streak and a calculator. He says retail investors can benefit from understanding, what do they know? Well, what is their individual competitive advantage? And that's where you get conviction.

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