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TIP585: Concentrated Value Investing w/ Shree Viswanathan
We Study Billionaires - The Investor’s Podcast Network
Concentrated Value Investing and Wealth Creation
Joe Rosenfield and Lou Simpson were successful at generating wealth through concentrated portfolios. Dr. Hendrick Dessenbinder's research showed that a small percentage of companies generated a significant return. The key factors for these successful companies included high returns on capital and reinvestment opportunities. Owner-operated companies with low debt were also preferred. The portfolio focuses on companies that fit these criteria, leading to confident and concentrated investments with the potential for better returns than the market.
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