How concentrated should you be?
Read the full article at: http://www.designs.valueinvestorinsight.com/bonus/bonuscontent/docs/2007VICW_ashton.pdf
(via www.designs.valueinvestorinsight.com)
Zeke Ashton of Centaur Capital Partners, a value investing hedge fund, discusses whether investors should focus on large concentrated bets or instead focus on a number of investments with very large margins of safety....
that PDF file seems to lag,
that PDF file seems to lag, and load very slowly. does anyone else have this problem?
Yes not too sure what the
Yes not too sure what the problem is with it but it is worth reading, especially the last 6 or 7 pages