Finding Great Growth Companies with David Rolfe
Excess Returns
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The Importance of Outside Reading
At a young age, I had my first exposure to the likes of Warren Buffett and Benjamin Graham. If you beat the S&P 500, you're eligible for a bonus on top of your salary. We sell a stock and we buy a brand new one, not just trimming and portfolio management. Our portfolio turnover is typically 20 or 25% per year. And that's what we've been doing at Wedgewood Partners since 1992.
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