Exactly. Warren & Charlie said for years, that diversification is good for average investor, but if you do have some special insights into an investment area, y

Exactly. Warren & Charlie said for years, that diversification is good for average investor, but if you do have some special insights into an investment area, you should bet heavily if the right opportunity appears. To quote Charlie Munger: "The idea of diversification makes sense to a point - if you don't know what you're doing"