THE GHOST TRAIN
THE FINANCE GHOST: Shoprite shows the power of focus
The retailer is a classic example of a business that lost its focus, then found it — with a corresponding fall and rise in its share price
24 November 2022 - 05:00
The argument of concentration vs diversification is a debate as old as time.
There are those who prefer to have a highly concentrated portfolio of investments, backing themselves to consistently pick winners and avoid major losers. If it works, it works beautifully. But if a 20% position goes wrong, returns are ruined for a long time...
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