Diversification is protection against ignorance. It makes little sense if you know what you are doing.
Warren BuffettI can do anything I want, basically, as long as it doesn't involve athletic ability, or something like that.
Warren BuffettThe dominant factors affecting control valuations are earning power (past and prospective) and asset values.
Warren BuffettInvestment students need only two well-taught courses - How to Value a Business and How to Think About Market Prices
Warren Buffett