MI245: A Year in Review w/ Rebecca Hotsko
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Fundrise - The Right Strategy for Value Investing?
The last key theme I want to touch on regarding value investing or just stock picking is how do you know how concentrated to go as Warren was very concentrated in his positions? How do you decide if this is the right strategy for you at all? Here's a clip of some insights that Robert shares on this. If you can actually analyze companies and you think about them as businesses, then really it's in your best interest on fewer stocks, not more stocks.
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