New episode w/ Michael Mauboussin, hosted by Steve Curley, CFA & Chris Cannon, CFA.
*Public Market Stock concentration
*Buybacks
*Valuation
*Teaching Security Analysis at Columbia (Ben Graham’s Security Analysis class)
*Luck vs. skill as skill increases
*Advice for current & aspiring investment professionals
Enjoy! Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill (investorsfirstpodcast.com)
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