2025-08-04 11:08:16

YOU DON’T NEED 50 STOCKS. YOU NEED 5 THAT YOU UNDERSTAND DEEPLY:

- Overdiversification becomes diworsification.
- Too many positions = no conviction.
- I’d rather own 5 great businesses I understand than 30 tickers I hope work out.

DON-7.75%

OWN-1.3%

WORK11.26%

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