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20min chapter
David Einhorn: Market Structures Are Broken
Masters in Business
Investment Strategy and Concentrated Portfolios
The speakers discuss their investment strategy and the types of equities they focus on. They mention that they typically invest in a concentrated portfolio of around 15-20 stocks, as they find the majority of companies to be mediocre and underfollowed. They believe that they don't need to invest in 500 companies, but rather focus on a select few that have the potential to make a significant impact on their portfolio.
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