Ep 62. SuperInvestor Series: Joel Greenblatt
Focused Compounding
00:00
How to Pick Your Spots Within the Spinoff Universe
I like spinoffs that are good businesses, right? Yes. And I have bought into some spinoffs. The way that we sort of look at it is it's just fishing where the fish are,. In the right pond, it's just a pond that historically has done very well. If you could sort of cherry pick the great businesses from there, we think obviously you can do okay.
Play episode from 20:18
Transcript
