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Finding Value in Markets Other Investors Shun with Tom Bachrach, Principal at PFH Capital

Compounders Podcast

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Portfolio Strategy and Position Sizing

Exploring the rationale behind maintaining a portfolio with 10 to 20 stocks and the importance of balancing time spent on current holdings versus seeking new opportunities. Understanding the speaker's approach to position sizing, risking 5% to 10% of capital in new positions with factors like discount rate and risk level influencing decisions.

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