We Study Billionaires - The Investor’s Podcast Network cover image

TIP339: Common Sense Investing w/ Joel Greenblatt

We Study Billionaires - The Investor’s Podcast Network

00:00

Evolution of Investment Strategies

This chapter explores a successful investor's decision to close their fund to outside capital and shift focus to a dedicated team, highlighting the implications of this choice on performance and stress management. The discussion covers the transition from concentrated to diversified portfolios, emphasizing the importance of special situations and the testing of 'good and cheap' investment principles. Through the lens of personal experience and notable investor insights, the chapter examines the intricacies of different investment approaches, catering to various investor profiles.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
 Get the app