Aaron Edelheit, Mindset Capital - The Best Investors Are Those That View It As A Game | #342
The Meb Faber Show - Better Investing
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Portfolio Position Sizing
I generallyi my portfolios like ten to 15 names. I don't use any leverage. i'm trying to find situations where i think, in the lrong term, the downside is low and the upside is uncertain. There's no company that i own where i'm like, oh my gosh, what are they reporting this quarter? It's not part of my investment style or my thesis. And it's one of the things that i learn now, this being the second time that i've managed money, is i am trying to fit my investing style to match my own personality.
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