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From:
basehitinvesting.substack.com
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Graham's "Unpopular Large Caps" Part 2: Thoughts on Diversification
https://basehitinvesting.substack.com/p/grahams-unpopular-large-caps-part
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Follow up to my post on Graham's still-effective strategy on buying out of favor large caps; Graham's view on diversification and my own thoughts on portfolio management
