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RWH003: How To Win The Investing Game w/ Joel Greenblatt
We Study Billionaires - The Investor’s Podcast Network
Do You Run Ap O?
Gibben: Most of my money is invested in diversified portfolios, more similar to the way the magic formula works. I also have concentrated positions and some really good businesses that you would know, like gugle and migrasot. Some of those top names are businesses like i've never seen in my career, that still do not look fully priced to me. That re just time and holdem waran buffet tight choice in my mind. One's far less volatile. Ones, for still gets very nice, risk adjusted returns. The concentrated portfolios and cheap, good businesses also works incredibly well.
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