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TIP543: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer
We Study Billionaires - The Investor’s Podcast Network
Why I Feel Confident Running a Concentrated Portfolio
The odds of a permanent pyramid in any one position is very low. The advantages of diversification roll off pretty quickly. I'm more comfortable with that because, you know, I can get to know those businesses really well and understand them deeply.
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