No. of Recommendations: 5
acquirersmultiple.com - Joel greenblatt concentrated diversified portfolios both work wellI thought this podcast was interesting. Greenblatt was asked about companies that he would just simply by and hold for the next 5, 10 or 15 years and he mentioned he has large personal stakes in Alphabet, Microsoft and Amazon. He is fond of their valuation, moats, network effects and does not feel they need his constant time and attention.
I own these is my brokerage accounts beyond a dominant BTK position but would not mind BRK considering these as well with so much cash pouring in. Thoughts, esp. at these prices?
