#1 Two Titans
Behind the Balance Sheet
00:00
Is the Anti Portfolio Doing Better Than the Egerson Portfolio?
Investing across a portfolio of early stage companies, i think, is done pretty well. The sector we've invested in the least - besides just trying to ignore companies which face disruption -- is health care. John: I like to own companies where there is some valuation, some chance of a conventional valuation support within a few years.
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