Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F
Focused Compounding
00:00
Is It Because You're a Concentrated Investor?
Few investors are holding a good amount of cash. Is it because you're a concentrated investor? Um, the other part is Well, one I'd say my decisions have been very poor When making investments mainly because they don't want to be in cash So over time the investments are the most marginal ones of filling up that like fifth slot Let's say if it's a 20 percent in each one portfolio or 10th.
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