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Quality Moats: 7Investing's Matt Cochrane on investing in high-quality, wide-moat, growth stocks with Tobias Carlisle on the Acquirers Podcast

The Acquirers Podcast

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Is There a Problem With Diversifying Your Portfolio?

When a position starts to run away from me, i just stop adding to it. And most of the time, that solves the problem. If you are not at that phase in your work life where you're more were you're withdrawing from a portfolio to live, or think something like that, then withdraw from that position. A lot of times, if a company's up 50 x, not always. So there's a million exceptionsi but a lot of timehe the company's doing something right, and it has economcmote to get that far,. and it's going to keep winning and keep doing well.

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