#89 Matt Franz on Surely You're Joking, Mr. Feynman!

Franz argues concentrated ownership of durable, culturally sound businesses beats diversification or betting on multiple expansion.

• Book pick: Matt Franz, co-founder of Eagle Point Capital, chose Richard Feynman's 1985 memoir 'Surely You're Joking, Mr. Feynman!' for its lessons on curiosity and intellectual honesty.
• Core quote: Franz highlights Feynman's Caltech commencement line that 'you must not fool yourself and you are the easiest person to fool' as a guide for testing investment theses.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.