I just read Kyith’s recent post titled “Having Enough Humility in Investing & Managing Wealth” (read here). In it, he mentioned about having a concentrated portfolio vs a diversified portfolio. Concentrating in our portfolio is safer if we have the investment sophistication to do deep research on investments well. The question is really if we have the investment sophistication to do deep research. Recently someone reached out to me and asked me why I stopped posting articles about Sarine Technologies, and he was thankful for my previous blog posts pertaining to that company. He himself was heavily invested in Sarine Tech, but is currently having a big unrealised loss (to the tune that the amount is big enough to buy a car). He believes in doing deep research and having a concentrated stock portfolio. The different stages I know what I say would not change anyone’s thinking, and I am not trying to....