Diversification versus Selection...
( link to this post is https://lnkd.in/dV6guGE )

Diversification reminds us of the story of putting all our eggs in one basket.

Choosing to hold onto a particular stock because of one's conviction (
irrespective of the the lop-sided-ness in the portfolio).

A case study could be the portfolio of this renowned investor.

Readers comments are solicited.

Originally posted by Sanjiv Swarup on LinkedIn
link: linkedin.com/in/sanjivswarup