Capitalist Letters

Capitalist Letters

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You Shouldn't Diversify Unless You Wan't Mediocre Results
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You Shouldn't Diversify Unless You Wan't Mediocre Results

Diversification is though to be the holy grail of investing. Though, most of the great investors run concentrated portfolios and deliver above market returns? Why does this happen?

Oguz Erkan's avatar
Oguz Erkan
Feb 16, 2024
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Capitalist Letters
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You Shouldn't Diversify Unless You Wan't Mediocre Results
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The Urge to Diversify

“Diversification is a measure against your ignorance.” says the Great Warren Buffett. It is not a way to enhance your returns. Certainly, just ask a question: Why insider trading has the best returns?

There is a very basic answer to this: Because insiders know the most about the company. We are living in world where lazy Wall-Street…

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