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The Fed Put Still Lives | Vincent Daniel
Forward Guidance
How Much Capital Should You Own?
There are people who say you got to own 500 stocks, that's B 500 or 1000. Then on the other side, you've got Charlie Munger who says, you know, I own Wells Fargo, Costco and that's pretty much it. And then how do you feel about how many positions you should have? We also tend to be very, very thematic from a fundamental perspective.
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