“Model portfolio is 16.4% per annum versus the SPDR200, 7.5%... QAV light portfolio is 21.8% per annum versus 9.2%”
♫
Said on Quality At Value - Value Investing In Shares
“Klarman may be looking at 37% AWS growth… discounted cash flow model… stock nearly 39% undervalued”
New Money · The Super Investors Are Buying BIG.
Play from 9:54
9:54
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What was described
Upped the Amazon stake by 20% to bring it to 16% of the portfolio
20% increase, now 16% of portfolio
Said nearby on the same subject
“Over the course of that nine years, I sold about $16 million on Amazon of other people's products”
CG
Corey Ganim
7-Figure Leap with Dustin Riechmann ·
“We have a 400-stock portfolio, which is an expression of about 20 or 25 themes… like a bond portfolio with 20 maturities”
DD
Django Davidson
The Master Investor Podcast with Wilfred Frost ·
“There's usually some sort of multiplier. So if the market's down 16%, 16 minus 15 is 1 times 5, your note is down 5%... if the market's down 20, 20 minus 15 is 5 times 5, your note's down 25”
JH
Janus Henderson
Animal Spirits Podcast ·
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