As a matter of fact,only holds five to seven stocks at a time, and the top five or six positions make up 80% of the total capital.
"Try to wait until something is so obvious that it sort of hits you over the head," he said in an exclusive interview with Business Insider. "If you only invest in those, I think it goes a long way towards producing better results and you avoid diluting your performance with the 8th, 9th, 10th, 12th, 15th, 20th idea that is sort of there for diversification purposes, but is really taking value away from your best ideas.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more: