Stock Talk @stocktalkweekly says you can't build real conviction by trying to be an expert in 20 industries.
When he sees investors switching from banks to AI to healthcare, he doubts they understand what they own.
His answer was to narrow down. He has spent the last decade trading almost only technology stocks and learning semiconductors, electronics manufacturing, supply chains and batteries, down to which parts are cyclical, where the moats are and what the margins look like.
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