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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.

Joel Greenblatt
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Joel Greenblatt's Popular Quotes

Here is part of the tradeoff with diversification. You must be diversified enough to survive bad times or bad luck so that skill and good process can…

- 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…

- Joel Greenblatt

Remember, it’s the quality of your ideas not the quantity that will result in the big money.

- Joel Greenblatt

Figure out what something is worth and pay a lot less.

- Joel Greenblatt

The more confidence I have in each one of my stock picks, the fewer companies I need to own in my portfolio to feel comfortable.

- Joel Greenblatt

If you spend your energies looking for and analysing situations not closely followed by other informed investors, your chance of finding bargains gre…

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Value investing doesn't always work. The market doesn't always agree with you. Over time, value is roughly the way the market prices stocks, but over…

- Joel Greenblatt

So one way to create an attractive risk/reward situation is to limit downside risk severely by investing in situations that have a large margin of sa…

- Joel Greenblatt

My goal is to buy a company at a low multiple to normal earnings power several years out and that the company earns good returns on capital at that l…

- Joel Greenblatt
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