100% of a Portfolio in one stock sure is more conviction than I would have , mind you I guess SL is probably doing similar if he believes in himself.
farmers really only have one asset which has both their homestead and and business so put all their coin in in the one asset plus basically buy on margin with having a farm mortgage ,
So Kerry is backing both the man and the resource in a total win or lose situation , not even a quinella , she is obviously switched on , and has probably the best contacts in the business , but her strategy is not conventional wisdom in stocks but does that mean it is wrong ? guessing not .
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