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For anyone not already following VSG, he is a great follow to understand some of the best businesses available on the public market. Today we talked about his process and how it has evolved, what he sees as his edge in investing for the long term in high quality businesses. He touches on his thoughts about allocation through his “weird portfolio” and views on diversification. We also chat about (not) market timing.
I had a lot of fun with this one, please check and out and leave a comment or question below!
’s work can be found here and his twitter account is @valuestockgeek:
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Value Stock Geek - Margin of Safety Investing Podcast Ep. 03