🧵8/10 The "All Eggs in One Basket" Strategy: This strategy emphasizes deep knowledge and continuous monitoring of your chosen investment. It’s about maximizing return on a single, well-understood asset rather than diluting focus. #InvestmentFocus #RiskControl

🧵4/13 Another critique from Munger is the lack of focus excessive diversification can bring. Managing a wide array of investments can be complex, making it hard to stay informed about each asset's performance and prospects. #InvestmentFocus #MarketInsights