A Concentrated Portfolio Will Beat the Market, Says Valley Forge Capital Founder

The video discusses a concentrated portfolio strategy focusing on 8 to 12 high-conviction ideas to outperform the market. It highlights the importance of investing in high-quality businesses during market inefficiencies and evaluates the technology sector, emphasizing concerns over capital allocation despite meeting quality thresholds.

According to the speaker, what is the performance of their portfolio compared to the S&P 500?

What is the significance of free cash flow in the context of technology companies?