The Importance of a Concentrated Portfolio

Strong earnings and sales growth are key to finding big winners. You have to have a big market if you're going to get that big booing sales growth figure or the earnings numbers too. Bill O'Neill found these sort of rare jewels, I guess you could say, and had that conviction he position sized appropriately to ride that wave. And we've got a couple more that we want to hit on before we dig into the examples so companies with big markets talk about the importance of that.