Portfolio allocation is for pussies. You say diversification, I say dilution of awesomeness. Grow some balls and go all in!!!
Jauronimo's Guide to Power Investing
Fall in love with it. You looked at the chart, read an article or two, and even took a peek at that balance sheet. Time to commit.
For every negative article you read, find 5 more which support your gut instinct. Find someone who knows just as little as you do but has done even less research and bounce your ideas off them. Build consensus. You’re the smartest people you know. What’re the chances that you’re both wrong? Buzzwords and multiples. Back up your specious investment thesis with as many positive indicating multiples and acronyms as you can. P/E, ROE, free cash yield, price to book, net asset value. Overcoming objections. Your friends and family are jealous of your great ideas. They will try to tell you things like cash burn, trending poorly, deteriorating fundamentals, over valued. bull ****!! Do you even invest, bro? One liners. After you put the naysayers in their place follow it up with a dismissive one liner and an arrogant laugh. Something from Wolf of Wall Street or a version of "thats what they're saying in 2008" or "have fun with your S&P tracking ETF, Buffet!"