"It's funny how a little money in the game changes everything and so I have some perspective investors asking me this question what about all these small positionsWhat do they mean?" "The vast majority of the portfolio is very narrow actually maybe six or seven or ten yeah but then there's all this other stuff that I started into and then I thought oh I betterI put it in hereYeah. It's got to be a little bit of monger humor to start with," says Monish. 'In investing is like making sausages it's a really messy business but the take the outcome can taste pretty good but it's messy'