@Strawman I look forward to Saturday mornings to see what wise works you come up with next and today was no exception!

Today’s piece was particularly relevant as I manage a fairly concentrated portfolio of 14 holdings IRL. I’ve had my share of successes and disasters and volatility is definitely a double edged sword.

My conviction can sometimes be tested right alongside "Delusions of Grandeur" so your words are both a timely and helpful reminder of investing outside the herd.

Thanks again UW