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No. of Recommendations: 1
Rob, I don't understand this comment - " I've watched a lot of frantic activity on this board as folks cluster around one potential winner after another. Sometimes it pays off, sometimes it's just another SQUIRREL! that distracts attention from other known companies with proven performance..... that few people seem to buy".<i/>

The truth is that we don't really know what people are buying because it's a minority of folks who share their monthly portfolios, and those same people tend to drive the discussion (this is an observation, by no means a complaint. I am happy to learn from the experts). I hold MELI and have also engaged in some "frantic" activity around a few companies whose stocks were rising and I kept buying on the way up (these have included FSLY, DDOG, ZM, CRWD, NET), which is what I learned to do on this board. And, I can only speak for myself, but I imagine there are others here who are learning about what investing style and approach works best for them and might be experimenting with Saul's method in part of their portfolio while also holding companies like MELI (but not talking about them). I don't have the stomach to run a super concentrated portfolio. Still, I have learned to make sure that my allocations reflect my conviction levels, which is why I've added to MELI twice this year.
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