Marc Werres
Hinde Group
Concentrated value in a handful of businesses, mostly well-known US large caps, held for years.
Best for Investors who run concentrated portfolios of large-cap compounders.
Why I read Marc
Marc owns six or seven stocks and explains each one at length. You see how a concentrated investor reasons about companies like Alphabet, Netflix, Uber and Interactive Brokers that most people assume are already fairly priced.
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