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Value After Hours S06 E01: Christopher Tsai on $TSLA, growth investing, and his mentor Ron Baron

The Acquirers Podcast

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Significance of Tesla in the Portfolio and the Balance of Diversification

Tesla is the largest component of the portfolio due to its high conviction and significant appreciation in value. The portfolio comprises 21 companies across various industries, with a focus on the tech side, food services, data, and pharmaceuticals. The speaker believes in maintaining a balance between diversification and the ability to add alpha over time. They emphasize the importance of aligning the portfolio with one's personality and comfort level.

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