“I still believe that for good business analysts a concentrated portfolio is a good strategy combined with a long term horizon. Once again, the secret to success in following the formula strategy is patience, a quality in short supply for both professionals and individual investors alike. I think investors should have a large portion of their assets in equities over time.” ThinkingShouldBelieveLongStillsIndividualTermSecretQualityShould HaveStrategyFollowingLong TermHorizonAssetsFormulasInvestorsPortionsEquityAnalystsI Still BelieveSecret To SuccessPortfoliosGood Business Author:Joel Greenblatt
“Something out of the ordinary course of business is taking place that creates an investment opportunity. The list of corporate events that can result in big profits for you runs the gamut—spinoffs, mergers, restructurings, rights offerings, bankruptcies, liquidations, asset sales, distributions.” BigsRunningCoursesOpportunityResultsRightsEventsOrdinaryInvestmentProfitListsCorporateAssetsOfferingDistributionBankruptcyMergersRestructuring Author:Joel Greenblatt
“Over the long term, despite significant drops from time to time, stocks (especially an intelligently selected stock portfolio) will be one of your best investment options. The trick is to GET to the long term. Think in terms of 5 years, 10 years and longer. Do your planning and asset allocation ahead of time. Choose a portion of your assets to invest in the stock market - and stick with it! Yes, the bad times will come, but over the truly long term, the good times will win out - and I hope the lessons from 2008 will help get you there to enjoy them.” ThinkingYearsLongHelpingWinningEnjoyTermLessonsSticksInvestmentSignificantPlanningTricksDespiteLong TermGood TimesAssetsPortionsSelectedBad TimesPortfoliosAhead Of TimeBest InvestmentAllocationAsset Allocation Author:Joel Greenblatt
