Episode #70: Radio Show: The 13F Guru Meb Would Follow Today

Guest: Episode #70 has no guest, but is co-hosted by Jeff Remsburg.

Date Recorded: 8/31/17

Run-Time: 52:22

Worm Capital July 2020 Performance Update: Up 152% YTD

Worm Capital performance update for the month ended July 31, 2020. Q2 2020 hedge fund letters, conferences and more Long/Short Equity Growth Strategy Net Performance Long-Only Equity Growth Strategy Net Performance


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This dovetails into a question about how Meb allocates his own money between private investments, public investments, debt, and so on (with a “capital allocation” comparison to Thorndike’s book, The Outsiders). You’ll hear Meb’s thoughts on his personal asset allocation.

 

What is it? Find out in Episode 70.

Links from the Episode:

Article by Meb Faber