High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
Excess Returns
00:00
Investing in a Speculative Position
You should have asymmetric returns in that regard. So you won't like overweight positions. You kind of start them off in the same area. But again, I'll go back to 0.809, put 1% to work in an axle that does a 20 X over the next four or five years and you're still making your day.
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Transcript
