We're constantly told that diversification is the only free lunch in finance. Yet most of the world's top investors choose not to eat it.
Warren Buffett, Charlie Munger, John Maynard Keynes, Lou Simpson, George Soros. All run concentrated portfolios.
Today's guest on the Rules of Investing is similarly esteemed, with a similarly concentrated portfolio.
Claremont's Bob Desmond runs a portfolio of just 10-15 "quality growth" stocks. And many of the stocks he owned during the 'free money' period of high liquidity and high growth are the same stocks he owns today.
In today's episode, Bob explains why quality growth is the best strategy in all markets, why investors shouldn't react to "bear porn" headlines, why nVidia might not be overpriced despite its recent run, and the one stock he would love to own "forever".
Uranium Special - The fundies‘ view (part 3)
Uranium Special - Where are we going? (part 2)
Uranium Special - How did we get here? (part 1)
The complete guide to LICs
A hated sector that Ben Graham would love
John Sevior’s simple principles for investment success
Value, growth... Why not both? An interview with Alex Waislitz.
How Harley Grosser turned $100k into $800k in 4 years
How to avoid portfolio bombs
Peter Morgan: The best asset I've ever bought
How to lower your risk and maximise returns
The big picture view on Aussie equities
The ‘special’ stocks Emma Fisher is hitching the Airlie wagon to
Grantham: This is a bubble, this is serious
Preview: Exclusive interview with Jeremy Grantham
Making money from unloved and out-of-favour stocks
Winning the vaccine trade - where to next?
Inside Morgan Stanley’s bullish bet on the recovery
An inflection point for Aussie shares
The biggest question facing investors today
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