Agreed.
But is suspect for many in ADO the following quotes apply or we hope they apply.
"Diversification is a protection against ignorance. It makes very little sense to those who know what they're doing"-Warren Buffet
"The way to get rich is to put your eggs in one basket, but watch that basket very carefully. And make sure you have the right basket”- Jim Rodgers
Do we have the right basket?
confirming agm lunch venue, page-27
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