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TIP592: Outperforming the Market since 1998 w/ Andrew Brenton
We Study Billionaires - The Investor’s Podcast Network
Continuous Portfolio Optimization and Holding Great Businesses
Portfolio optimization involves continually adjusting investment weightings based on changing market prices. Many successful investors have made significant returns from holding great businesses for extended periods. While it's important to consider valuation, identifying truly exceptional businesses can be challenging. Combining the approach of holding great businesses with a willingness to sell when their prices are excessively optimistic is seen as an enhancement of a permanent buy and hold approach.
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