The concerns which fail are those which have scattered their capital, which means that they have scattered their brains also. They have investments in this, or that, or the other, here, there and everywhere
Too much of a good thing can be wonderful
Clearly it is not a moaty Warren Buffett enterprise. But, over the next five years or so it has the potential to become one.
The top-performing 2.4% of firms account for all of the $US 75.7 trillion in net global stock market wealth creation from 1990 to December 2020
If you search worldwide, you will find more bargains and better bargains than by studying only one nation. Also, you gain the safety of diversification
In sports, in war and in the battle for investment survival it is helpful to distinguish between strategy and tactics.
I cannot understand why an investor of that sort elects to put money into a business that is his 20th favorite
Diversification is inadequate as a risk management technique and too primitive for the new environment of volatility and uncertainty.
As the play, The Merchant of Venice, unfolds, all of Antonio’s ships sink, his business collapses and Shylock demands his pound of flesh.
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