Institutional Investment: Good Ideas – Few And Far Between – ValueWalk Premium
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Institutional Investment: Good Ideas – Few And Far Between

Institutional Investment: Good Ideas - Few And Far Between by Cook & Bynum
Good ideas are rare.  Investors are best served by focusing on areas where they have real insights and competitive advantages, and avoiding making decisions simply for the sake of “doing something.”

In the world of institutional investment, which tends to think very, very big, I’ve recently found myself extolling the virtues of small. I’ve been telling the Giants I work with to think about a . . .

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