
Scott Webber
concentrated large cap value investing
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Nov 13, 2023 • 1h 5min
Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing
Scott Weber joins the hosts to discuss concentrated large cap value investing. They debunk the misconception about diversification and explore the benefits of a concentrated portfolio. They also talk about the energy sector, market conditions, WeWork's bankruptcy, and the impact of COVID-19 on work environments.