It’s been a while since I’ve written a long-form post about my portfolio and general thoughts, so here goes: How I’ve Changed As many of you know, there’s been a dramatic shift in my thinking around portfolio construction. Heavily influenced by Buffett and especially Munger, I once swore by concentration, and one of my previous blog posts elaborated on my (previous) thoughts on it:
Portfolio updates and general thoughts (March…
It’s been a while since I’ve written a long-form post about my portfolio and general thoughts, so here goes: How I’ve Changed As many of you know, there’s been a dramatic shift in my thinking around portfolio construction. Heavily influenced by Buffett and especially Munger, I once swore by concentration, and one of my previous blog posts elaborated on my (previous) thoughts on it:
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