in case you didnt understand - Warren Buffet constantly claims he only invests incompanies he can comprehend and that is why he never ventured into technology.
I have a thorough understanding of Biotechs, their trials, status of trials, and hence I can invest in them when I think they have a positive future as I do with MBP and VCR
I do have many others I hold but these are by far the two best goers in my portfolio at the moment