Norbert Lou
Famous for his NVR investment and his unique portfolio concentration, he started his hedge fund Punch Card Management.
Best podcasts with Norbert Lou
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Jan 17, 2024 • 1h 7min
The Best Value Investor You’ve Never Heard Of (Norbert Lou Of Punch Card Management)
Norbert Lou, famous for his NVR investment, discusses his unique portfolio concentration and starting his hedge fund Punch Card Management. Topics include the advantages of a smaller fund, fund manager ownership, the performance of NPR in the portfolio, and the risks and benefits of a concentrated portfolio.
