Joel Greenblatt Interview With Wealthtrack

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Nov 15, 2014

Joel Greenblatt (Trades, Portfolio) did a interview with Wealthtrack Consuelo Mack where he discuss his thoughts on his changing investment strategy from highly concentrated to very broad diversification. He also during the interview discuss his thoughts own his shorts on Twitter (TWTR, Financial) and Zynga (ZNGA, Financial). Joel discuss how Twitter and Zynga earn very little to nothing and destroy capital in the process. During the interview he discuss earnings yield and return on invested capital metrics to finding good companies that are selling cheaply. He did discuss a few of his holdings like VeriSign Inc. (VRSN, Financial), and Towers Watson & Co. (TW, Financial)