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John Rogers - The Power of Patience

Value Investing with Legends

NOTE

Competitiveness of the Industry and Portfolio Sizing in Investing

Council always emphasizes the competitiveness of its industry and the difficulty for competitors to enter. John prefers a portfolio with around 35 stocks. While some prefer more concentrated portfolios, it is challenging to achieve. Chris McIntyre, a successful friend, owns significant holdings in Madison Square Garden Entertainment and the sphere.

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