Ep 464. Buffett’s Playbook: Past and Present
Focused Compounding
00:00
Investing with Edge: Principles of Capital Allocation and Bet Sizing
This chapter explores the investment philosophy of a prominent investor, focusing on key principles like avoiding the sale of winning stocks for losing ones and investing within one's competitive advantage. It further discusses critical concepts such as capital allocation, bet sizing, and striving for high returns on capital, while contrasting these ideas with typical diversification strategies used by many investors.
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