
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Capital Allocators – Inside the Institutional Investment Industry
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Intro
This chapter explores the journey of a renowned value investor, highlighting their experiences in managing an investment fund and adapting strategies over time. Listeners will gain insights into their decision-making process and investment philosophy, particularly regarding the shift from a concentrated to a diversified portfolio.
Transcript
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