Mario Gabelli, Chairman & CEO of GAMCO Investors, Inc., on portfolio construction and who he believes could be the next John Malone.
The World According to Boyar - A podcast by The Boyar Value Group

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The Interview discusses: His decision to start his own firm in the 1970s despite a horrendous economic backdrop. His new book Merger Masters that he wrote with Kate Welling. The rationale behind taking his company public and whether he would do so again. His thoughts on portfolio construction including how many positions should be in a portfolio and how long it takes him to become fully invested for a new account. How he incorporates tax ramifications into his sel...