I feel like we were all victims of over-diversification before we learned our lesson. I listened to the podcast in question and heavily agree with @nealmcspadden on his logic. I think he also mentioned that he was a victim of over-diversification in that same podcast.

The only difference is that I don't use the term "Whaling" In because I prefer "Concentrated bets" a bit more but both send the same message. Had an article about this on my mind for a few days now. Guess I'm gonna need to write it now that you gave me some ideas.

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