Other Investors

    Concentrated portfolios🔗

    Diversified portfolios🔗

    Not public🔗

    • Joel Greenblat (Gotham Capital)
    • Paul Sonkin

    How to steal ideas🔗

    I would not mind stealing ideas from respected value investors. In particular I am interested in situations when a price drops after another investor has opened a position, meaning I can buy a stock even cheaper.

    I must not avoid doing my own evaluation before opening position and I must resist buying if I do not understand the business or the bargain, or a stock does not fit my portfolio by some criteria (e.g. too much debt).