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Alejandro Treviño
Alejandro’s Kindle Notes & Highlights
The Most Important Thing: Uncommon Sense for the Thoughtful Investor (Columbia Business School Publishing), by Howard Marks

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We can buy fifty correlated securities and mistakenly think we’ve diversified....
Alejandro Treviño
Diversification needs to have different industries in the portfolio to be real diversification
See Alejandro’s 7 notes & 301 highlights
The Most Important Thing: Uncommon Sense for the Thoughtful Investor (Columbia Business School Publishing)
The Most Important Thing: Uncommon Sense for the Thoughtful Investor (Columbia Business School Publishing)
by Howard Marks
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