Though Occidental News Today

The Oracle of Omaha is a big believer that portfolio concentration drives wealth creation.

Author Bio I love looking at the "story" behind investments from an interdisciplinary point of view, with an equal appetite for high-growth disruptors and beaten-down value names. This quarters 13F filings are out, revealing what many top hedge funds bought and sold last quarter, ended Dec. 31. 13Fs are always interesting, and while they shouldnt necessarily guide your investment decisions, they are potential sources of new ideas. Of the myriad hedge funds out there, I r...