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If you have extreme conviction on something, there is no real reason to not go all in.  Diversification is for the 99% who don't really fully get what they are doing with individual business, ask Buffett.

I am one of those.  I am pretty good with general macro stuff, and good with some longer term companies like PM and KO, but not with smaller companies.  I go all in with general macro bets.  Congrats to you Tagit for following through on your conviction! 

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