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Harris Perlman: Finding Hidden Treasure w/ @OtterMarket
Value Hive Podcast
How Many Names Do You Keep in Your Portfolio?
Yen Lao: Most of my investments fall under a rough range of expectations. I don't have the capacity to understand 50 companies really well, and I'm not going to try to do it. So at any given time, I probably have a few really good ideas and or things that I think are really good ideas. And yeah, if I've actually still not been concentrated enough in my top two or three best ideas, I probably would have benefited by just cutting number six, seven, and eight - put it all back into one, two, and three. That's no problem for me.
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