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Archive of entries posted on 19th January 2021

The BIG portfolio. There is some logic. How to get vaccinated, part 2.

We have a huge portfolio. Far too big. The “experts” say five to ten stocks. Then you can learn the intricacies of each one. But you can’t learn the intricacies of tech stocks. You can learn what they do, and guess that their businesses will explode (especially if they met all the criteria we’ve written […]