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Kartik Srinivasan's avatar

I was quite surprised by the fact that you dont like to hold cash. I thought I was doing it wrong all along but Im glad to see other people like yourself adding to the best positions.

Thanks again

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Compounding Engine's avatar

Great Article! I myself have learnt from owning a multitude of stocks to a few now about which at least I can say I know a little better. And focus is paramount if one aims to beat the market - I had written a bit about it earlier here: https://compoundingwisdom.substack.com/p/the-paradox-of-investing . Hope you like it!

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