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Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Investments and Portfolio Management
19min Snip
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The chapter explores the significance of ongoing due diligence in investment decisions, reflecting on instances where misjudgment of management influenced negative outcomes and necessitated the reassessment of investment theses. It discusses the strategy of maintaining a concentrated portfolio for enhanced returns while balancing diversification to mitigate risks. The conversation delves into position sizing, optimal portfolio management practices, the dynamics of sibling collaboration in investing, and personal and professional aspirations driving long-term success in the business.
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highlights
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