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Talk Your Book: Compounding with Concentrated Portfolios
Animal Spirits Podcast
The Importance of Concentrated Portfolios
The risk factor there is is tough not being more diverse as how do you get used to that? Is an investor being so concentrated and and putting all your eggs in one basket? I think it ultimately boils down to to the level of of work that you get to do on an individual name. At 60% turnover roughly you're gonna have 60 new names a Year in that 100 stock portfolio That's more than one of these potentially dictates exactly Michael.
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