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7min chapter
Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas
Monetary Matters with Jack Farley
Concentrated Investment Strategies
This chapter explores a successful mutual fund's performance driven by concentrated holdings, particularly in Texas Pacific Land Trust, and the evolving investment strategies prioritizing idiosyncratic opportunities. It highlights the balance between diversification and performance, discussing potential new concentrated funds and innovative investment products from Horizon Kinetics.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode