diversification
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 25, 2024 by David Senra · across every show →
Everything said about diversification, oldest first
Sep 25, 2024 negative
Investors should not diversify away from rare, high-conviction opportunities
“It is extremely rare to find no-brainer great opportunities. You certainly do not want to diversify away from the opportunity that you have been waiting patiently for a long time to discover. For some really inferior other opportunities. Investing is essential…”