There is less risk in owning three easy-to-identify, wonderful businesses than there is in owning 50 well-known, big businesses.” Warren Buffett, Berkshire Hathaway: Annual Shareholders Meeting (1996)
Big results take big conviction, if the research is thorough and the outcome is obvious, swing big. We lead our analysis with this fundamental belief. Why put money into the stock ranked 20 on your list? Just put more money into the stock ranked number 1.
Talk to us about where we see this opportunity right now.