And let me emphasize that I wasn’t saying you should invest in the exact same stocks I invest in, or in the same proportions. All the successful investors on the board have some differences with each other, somewhat different portfolios, different rankings of their companies, etc. It depends on your own level of confidence in each company, but the key is put your money in the best of the best as far as your own confidence, in a concentrated portfolio. Don’t invest in hope, or second tier, and expect the companies you are investing in to be wildly expensive when compared to an old economy company. Why would you expect anything else?
Saul
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