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Speak Your Guide: Compounding with Concentrated Portfolios

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Speak Your Guide: Compounding with Concentrated Portfolios

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Right now’s Speak Your Guide is delivered to you by AKRE Capital Administration:

We had John Neff, Accomplice and Portfolio Supervisor of AKRE Capital Administration on to debate their best-ideas Focus Fund.

On as we speak’s present, we focus on:

  • Elementary evaluation within the early investing period
  • John Neff’s favourite investing books and mantras
  • AI and what’s driving as we speak’s market
  • The Three-Legged Stool Framework
  • The compounding impact at Berkshire
  • How focus is an consequence of AKRE Capitals’ funding course of
  • Explanation why AKRE Capital would possibly wind down a place

Hear right here:

Charts: 

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