The second book that i wrote on warn bucket t called warn buka portfolio, was the very first book on focused investing. To the degree that your portfoliois different and its weighting and its number of stocks t the underlying index, you stand a much higher likelihood about performing the market. So it really as is two parts. It is thinking about stocksas business is then, if you're a business owner, how would you think about a collection of businesses? If you had great businesses, you'd want to hang on to em because that's what kno growing your net worth.

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