> As an investor you have to ask yourself, Is this company doing too many things? I'd be more inclined to ask: Are they winning at enough things? If no, then a

> As an investor you have to ask yourself, Is this company doing too many things? I'd be more inclined to ask: Are they winning at enough things? If no, then are they doing enough things? One of my favorite quotes that I gathered last year is from Jeff: "Risk is a necessary component of progress"