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Do You Still Have a Concentrated Portfolio?
Do you think that 80% of your assets in six to eight positions was too risky? Or would you still do it the same way? Particularly now when markets have probably become more efficient, maybe there are fewer opportunities then more picked over. Does super concentration still make sense? Or is it problematic because there are just such risks that you blown out of the game? Ecause weve focused on a handful of winners like you,. or nick sleep in case takaria, these people whoave had very concentrated portfolios.