Guru Gems (@gurugems): "Gorm Thomassen, who co-founded AKO Capital with Nicolai Tangen, on position sizing. This is an extract from the book ‘Stock Master Maestros’ which I recently covered. He also refers to John Armitage from Egerton, a hedge fund with an incredible track record 👇"

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Gorm Thomassen, who co-founded AKO Capital with Nicolai Tangen, on position sizing.

This is an extract from the book ‘Stock Master Maestros’ which I recently covered.

He also refers to John Armitage from Egerton, a hedge fund with an incredible track record

👇

3 Lessons from 'Stock Master Maestros'

The Armitage Approach

Portfolio Update March 2026 - My 'Podium of Errors'

Apr 6

at

6:12 PM

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