at what level can we expect the cap raise?, page-69

I am following this thread and am hearing Cam's and Oracle's valid and notable points to be taken from this episode but nobody is mentioning diversification as a key portfolio defence. From Cam's point of view, FGE ought not be in any portfolio. For those who insist that MS stocks have a place, be sure you're in the know somehow (crystal ball it) or look to diversify. I recall that despite Cam having interesting high-return ideas from left field (mainly from deleveraging penitents), the majority of his holdings which he had emphasised are large market caps of the sort that will continue to build wealth through cycles. And if you're not happy with ones on home soil, there is actually a huge universe of those if you can bear to look beyond the ASX.