Jason and Jeff discuss concentration vs. diversification in investing, examine personal factors like risk tolerance and time. The conversation includes their own investment journeys and how portfolios can become more concentrated over time.
01:36 Main Topic: Concentration vs Diversification
01:43 Warren Buffett vs Peter Lynch
03:38 Berkshire Hathaway's Portfolio
04:48 Personal Investment Strategies
07:23 Temperament and Risk Tolerance
10:42 Portfolio Management Examples
19:52 Learning Through Experience
24:18 Learning from Mistakes
24:40 Starting with ETFs
25:47 Mindset and Risk
27:32 Diversification Strategies
33:47 Portfolio Management
42:56 Listener Engagement and Resources
Companies mentioned: MELI, ODFL, PYPL, ROKU, S, TREX, TSLA, WOLF
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