“A software roll-up of a thousand tiny businesses is more bulletproof than Walmart and has compounded north of 30% a year, so you just let it run.”
“And in my opinion, that a great fund manager should, after 20 or 30 years, end up with 95% in one stock. Because what Warren has told us with the 4% rule, that's like a law of physics.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.