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The key to investing is finding and buying a few great businesses early and holding on with a death grip. You need to be relentless enough to find them, courageous enough to buy them, diligent enough to hold them, and patient enough not to sell them. Until the story changes.
Ian Casselx.comDo a few things well: Rosenfield built a billion-dollar portfolio not by putting a little bit of money into everything that looked good but by putting lots of money into a few things that looked great. Likewise, if you find a few investments that you understand truly well, buy them by the bucketful.