Investing book recommendations from top portfolio manager John Huber - Business Insider

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John Huber's portfolio gained 55% in 2019 thanks to a hyper-concentrated approach to stock-picking. Here are 5 books he says helped him sharpen his strategy.

As a matter of fact,only holds five to seven stocks at a time, and the top five or six positions make up 80% of the total capital.

"Try to wait until something is so obvious that it sort of hits you over the head," he said in an exclusive interview with Business Insider. "If you only invest in those, I think it goes a long way towards producing better results and you avoid diluting your performance with the 8th, 9th, 10th, 12th, 15th, 20th idea that is sort of there for diversification purposes, but is really taking value away from your best ideas.

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