Stock Investors

Stock Investors We are value investors with a long term focus. As it relates to portfolio construction, our goal is to make a small number of meaningful decisions.
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In the words of Charlie Munger, our preferred approach is "Patience followed by pretty aggressive conduct." We run a concentrated portfolio, with a handful of equities accounting for the majority of our portfolio. In the eyes of business people, we believe this is adequate diversification.

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New York, NY

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