Thomas Bachrach: Fishing Where They Ain't & Global Micro-Cap Investing (Episode 3)
Value Hive Podcast
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How to Build a Successful Portfolio
Walter Slaus: My ideal portfolio is probably about eight to 16 holdings, definitely closer to the 16 end. I try to invest in things that are low maintenance to follow because they take away from your time finding new ideas. Once I'm at 10%, once I've committed 10% to something, I'm never throwing a penny at it. That's kind of my limit on a position Now I can let it run its course and see what happens.
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