Jun 29, 2020

If You Don't Own Apple, Actavis and Alibaba, Go Back To Sleep

When I step back after reviewing several high intensity portfolios, nobody’s going crazy, over-speculating or running a bunch of outrageously priced properties in technology, the Internet, commodities or energy, even banks. There’s eye-catching over concentration by a few managers, but you can also accuse Warren Buffett for holding 50% of [...]

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