Concentration Economics Entertainment Tax Planning 
CFO News Room
NOVEMBER 22, 2022
I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. But I’m struck as you were framing this that this basically had nothing to do with the economics of it. And the economics, they ultimately worked out long term.
Barry Ritholtz
AUGUST 15, 2023
SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something.
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