Diversification is protection against ignorance. It makes little sense if you know what you are doing.
Warren BuffettThereโs class warfare, all right, but itโs my class, the rich class, thatโs making war, and weโre winning.
Warren BuffettOur policy is to concentrate holdings. We try to avoid buying a little of this or that when we are only lukewarm about the business or its price. When we are convinced as to attractiveness, we believe in buying worthwhile amounts.
Warren Buffett