concentrated investing

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 23, 2020 by Joel Greenblatt · across every show →

Everything said about concentrated investing, oldest first

Nov 23, 2020
Insight
Greenblatt: You Cannot Run $30 Billion in Six to Eight Concentrated Names
“You also can't run thirty billion dollars that way, and if you want to provide a service based on the way we value companies, That's the kind of things we're trying to do in a more systematic way.”
Joel Greenblatt Nov 23, 2020 ▶ 38:27 Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
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