What most investors can learn from GEICO’s quietly exceptional investment record
The underrated skill here is capital allocation courage. Most investors identify good ideas but can’t concentrate into them.
Agreed. Concentration is one of the keys to outperformance.
True, but concentration based on skill and proper research.
Thank you, interesting article, great to learn about Lou
Thanks for sharing
The underrated skill here is capital allocation courage. Most investors identify good ideas but can’t concentrate into them.
Agreed. Concentration is one of the keys to outperformance.
True, but concentration based on skill and proper research.
Thank you, interesting article, great to learn about Lou
Thanks for sharing