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Yale has a 7.5 percent allocation to oil and gas, timberland, mining, and agriculture assets,
Scott Kupor • Secrets of Sand Hill Road
I think a select few—a small percentage of the investment managers—can deliver value added. But I don't think brilliance alone is enough to do it. I think that you have to have a little of this discipline of calling your shots and loading up—you want to maximize your chances of becoming one who provides above average real returns ... See more
Charlie Munger • A Lesson On Elementary, Worldly Wisdom As It Relates To Investment Management & Business – Charles Munger, USC Business School, 1994
Money/Investment rich
Maverick • 13 cards
If you are a professional and have confidence, then I would advocate lots of concentration. For everyone else, if it’s not your game, participate in total diversification. If it’s your game, diversification doesn’t make sense. It’s crazy to put money in your twentieth choice rather than your first choice. . . . [Berkshire vice-chairman] Charlie [Mu
... See moreAllen C. Benello • Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors
Polymath is the Greek word for a Renaissance person like Leonardo Da Vinci or Ben Franklin who excels in many disciplines.
Vinnie Mirchandani • The New Polymath: Profiles in Compound-Technology Innov…
An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative. —BENJAMIN GRAHAM, The Intelligent Investor