Talk Your Book: Compounding with Concentrated Portfolios

Today’s Talk Your Book is brought to you by AKRE Capital Management:

We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund.

On today’s show, we discuss:

  • Fundamental analysis in the early investing era
  • John Neff’s favorite investing books and mantras
  • AI and what’s driving today’s market
  • The Three-Legged Stool Framework
  • The compounding effect at Berkshire
  • How concentration is an outcome of AKRE Capitals’ investment process
  • Reasons why AKRE Capital might wind down a position

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