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2min chapter
Catch a Falling Knife
The Compound and Friends
Stock Selection, Concentration, and the Conviction to Hang on to Them
She held between 30 to 50 stocks, and it's a concentrated portfolio. When she made 150% that year, half of it was just holding that Tesla position. She had a 10%, I think the max that Arc would allow, a 10% position in Tesla and wrote it for whatever, 400%. So that's how, if you want to be active, that's how you can outperform.
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