Joel Greenblatt: Here’s Why A Concentrated Portfolio Makes Sense | Value Investing News

Joel Greenblatt: Here’s Why A Concentrated Portfolio Makes Sense

  • All of a sudden if you invested in stocks and did the same type of work, people think you’re insane, and it’s just an interesting analogy that I was think of when people make fun of me that I was that concentrating.
  • I mean it’s a really good analogy.
  • I usually use the house analogy when people asked me how do we go about in valuing stocks and people understand completely when they’re buying a house, there are certain things you would do and we don’t do any different than owning a business.
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