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[REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)

Value Hive Podcast

CHAPTER

Navigating Position Sizing in Investment Strategies

This chapter explores the intricacies of position sizing in investment portfolios, highlighting the subjective challenges investors encounter. It discusses the evaluation of larger positions through internal rates of return (IRRs) and the critical role of diversification across various business risks.

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