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100-baggers, Kansas City Southern, Nasdaq 5,000, stock bubbles, oil, shale energy, consumer spending, inflation, Roadie, Waffle House
I can’t say that our portfolio is diverse in the traditional sense -- none of our stocks is a Fortune 500 company, and all would be classified as high risk. But to the extent that a biotech/tech portfolio of low-cap stocks can be diversified, ours is reasonably so.