I tend to agree with Warren Buffet. Diversifying is just a way of mitigating risk when you don't know a business. If you are sure about something, you don't need to diversify.
Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%
MKT The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint