It just seems logical that sticking to investing in only a small number of companies that you understand well, rather than moving down the list to your thirtieth or fiftieth favorite pick, would create a much greater potential to earn above-average investment returns.
Joel GreenblattI don't know too many people that are good at timing the market relative to macro-economic events.
Joel GreenblattRemember, it’s the quality of your ideas not the quantity that will result in the big money.
Joel Greenblatt