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2min chapter
Chicago bull: Talking markets (and basketball) with Martin Jacobs
Capital Ideas Investing Podcast
The Value of a Concentrated Portfolio in Investment Strategy
This chapter explores the advantages of managing a concentrated portfolio, emphasizing the benefits of holding a select number of stocks. The speaker advocates for limiting investments to 20 stocks or fewer to enhance understanding, conviction, and risk management.
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Listen to the best highlights from the podcasts you love and dive into the full episode