#5501

Mentioned in 9 episodes

Concentrated Investing

Book •

Tobias Carlisle

Mentioned by

Tobias Carlisle

Tobias Carlisle

Bogumil Baranowski

Mentioned in 9 episodes

Recommended by

William Green

, it contains a chapter on Lou Simpson.

RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh

Listed in the episode resources as recommended reading for concentrated investing by the show.

RWH066: Essential Truths w/ Howard Marks, Nima Shayegh & William Green

Mentioned by

Kyle Grieve

to support the idea of concentrated investing and its advantages for certain investors.

TIP701: Against The Gods w/ Kyle Grieve

Mentioned by

Kyle Grieve

as the book that documents Keynes's concentration, tracking error, and portfolio behaviors.

TIP794: Keynes And The Markets w/ Kyle Grieve

Mentioned by

Tobias Carlisle

as a book he wrote focusing on position sizing in investing.

Buffett, Sun Tzu and the Ancient Art of Risk Taking | Tobias Carlisle

Mentioned by

Tobias Carlisle

as a book he wrote that focuses on position sizing.

Tobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking | Excess Returns Pod

Listed in the episode description as one of

Tobias Carlisle

's books.

Eric Jorgenson on $TSLA, SpaceX, Twitter/X and his new book The book of Elon | S08 E11

Mentioned by

Tobias Carlisle

when discussing his book on concentrated investing.

TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra

Mentioned by

Bogumil Baranowski

as one of the influential investment books written by

Tobias Carlisle

.

Tobias Carlisle: Warren Buffett as Warrior: What Sun Tzu Teaches Us: 13 Laws of Strategic Advantage Behind Buffett's Success

Mentioned by

Tobias Carlisle

as one of his books.

Fitness Alpha, Health, Enlightenment and Markets with Phil Pearlman, Pearl Institute | S06 E43

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