Sounds like you have read the book 'The Essays of Warren Buffet'
Its not all bad having all your eggs in very few baskets, as long as you fully understand the business and identify management of being high quality.
Today's announcement imho was just a warm up for what is yet to come. It's just seeing how awake the market is now, and unfortunately it seems to be still asleep.
GLTAH and think BIG
Ann: Completion of Technology Acquisition - Tipsly Stage One, page-23
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