concentrated portfolio – WhaleWisdom Alpha https://whalewisdomalpha.com Profiting from the public filings of "smart money" investors Wed, 17 Jul 2019 15:21:14 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.5 https://whalewisdomalpha.com/wp-content/uploads/2018/07/white-logo-square.png concentrated portfolio – WhaleWisdom Alpha https://whalewisdomalpha.com 32 32 Abdiel Capital dislikes diversification — the fund’s 13F portfolio has returned 55% per year since 2015 https://whalewisdomalpha.com/abdiel-capital-dislikes-diversification-55-percent-avg-return/ Wed, 17 Jul 2019 15:21:13 +0000 https://whalewisdomalpha.com/?p=24193