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26min chapter
Minority Growth Investing with Josh Collinsworth, Portfolio Manager at Nomadic Value Partners
Compounders Podcast
Understanding Business Models and Growth Equity Investing
The speaker discusses their background as an allocator, focusing on understanding what makes a good business, and their approach to minority growth investing. They emphasize the importance of investing in business model innovation, having actual sponsorship in companies, and focusing on industries they know well. The chapter also explores portfolio management strategies, including balancing and concentration, sizing buckets for investments, and managing risk and valuation.
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