4 Comments

I enjoyed how your reasons were conveyed very clearly for why owning a smaller number of positions is better for actively managed funds.

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I still need to read Digital Minimalism.. Not sure if I should, as I've heard so many podcasts by Cal that I've probably gotten most of it through that medium, but I quite like So Good They Can't Ignore You and Deep Work. So I probably should anyway!

That HP book seems interesting. We forget what an influential company they were at the time!

Cheers 💚 🥃

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