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![TheStockBro Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1877152296880189440.png) TheStockBro [@TheStockBro](/creator/twitter/TheStockBro) on x 2390 followers
Created: 2025-07-14 05:00:58 UTC

$UBER $BN $QSR $GE $MSFT $MCO $V $ORLY $BABA $PDD $AMZN $SPY $VOO

             Diversification vs. Concentration 

"You can't make money with a diversified approach."
-David Tepper

"Diversification is a protection against ignorance. It makes very little sense for those who know what they're doing."
-Bill Ackman

"Most people can't develop a conviction and they have extreme diversification. We've always been able to spot big outliers. Consistently, the best ideas have been the biggest positions. We've used concentration to great advantage. But of course it's a double-edged sword, and you shouldn't use it if you don't have that level of conviction. If there are times where you don't, then be diversified. It doesn't matter if you are right or if you're wrong in investing, all that matters is how big you are when you're right and how big you are when you're wrong."
-Chris Hohn 

"Our primary frontier of risk management isn't wide diversification, but the quality of the individual businesses, their balance sheets and the people who run them."
-Chuck Akre

![](https://pbs.twimg.com/media/GvytjwBa0AAY0Mq.jpg)

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[$voo](/topic/$voo)
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