How concentrated should you be?
By Eddie Bravo on Tue, 2007-07-31 21:42
(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....
Recent comments
- Hi,
Jade here from Canada. As
3 hours 17 min ago - Thanks for the post. It will
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8 weeks 1 day ago
Yes not too sure what the problem is with it but it is worth reading, especially the last 6 or 7 pages
that PDF file seems to lag, and load very slowly. does anyone else have this problem?