TIP546: The Holy Grail of Long-Term Value Investing
We Study Billionaires - The Investor’s Podcast Network
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The Kelly Formula and Investing Strategies
The best investors make small decisions frequently/nGodum uses the Kelly formula to guide his investing process/nGodum's largest holdings have low risk of permanent loss and high potential returns/nNew positions are given a minimum 5% weighting and added to if expectations are surpassed/nGodum trims winners that get too large for his comfort/nGodum prefers businesses with high longevity, solid growth prospects, and disciplined capital allocators/nGodum's focus is on increasing portfolio's intrinsic value and being patient for rewards
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