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15min chapter
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Capital Allocators – Inside the Institutional Investment Industry
Evolution of Investment Strategy and Research Process
The chapter explores the journey of developing an investment strategy at Gotham Asset Management, inspired by investment gurus like Ben Graham and Warren Buffett. It discusses the development of a methodology focusing on good and cheap businesses, leading to the creation of a successful long-short portfolio strategy. Additionally, it emphasizes the importance of fundamental analysis, research process, and portfolio balancing to maximize returns and minimize risks.
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