Joe Altman ? Concentrated Value Investing.

Politics is a lagging indicator of social-cultural trends. Politics doesn?t lead change; it chases it, incompetently and long after the underlying reality is impossible to deny. This is why it makes no sense to put faith in politics. By the time politics catches up, the rest of the world has moved on. That said, I?ve just finished what might be the finest book ever written by a sitting member of the U.S. Senate. It is [...]?Read More

Source: http://dailyreckoning.com/joe-altman-concentrated-value-investing/

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