No. of Recommendations: 0
I find myself swamped with recommendations. To some extent one can pick and choose
based on gut instincts and further research. But if one is seeking diversification and yet limits on the number of stocks to own, it can be difficult to know where to step back, saying, ok got that covered enough. Its easy with companies whose products are less complex: don't need Activision and Blizzard, or two different companies making campers. I want to find the best of the crowd. but in software its harder to differentiate, I would appreciate some comparisons of similar companies recommended. As a long time owner of Nividia, do I want to dabble in AMD? If I own tradedesk, what about all the other advertising companies?
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