Jason Calacanis
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Appearances Over Time
Podcast Appearances
And it makes me feel horrible on the way down.
So how I manage myself is I have a few companies that I really believe in, I have extremely concentrated large holdings and those large for me doesn't mean large for everybody else.
And then otherwise I just kind of stick to my eating and keep my head down.
It's a much more rational way to behave.
So how many public stocks can you keep in your brain and still sleep at night holding for the long-term?
What's the, is there a number for you?
Is it five?
Is it 10?
It's five or less.
Five or less.
Five or less.
And so what your largest holding right now is what percentage of your net worth would you say?
I don't know.
Or like top two, maybe.
Yeah.
Oh, top two?
like one into one is 22 is 15 or one is 42 is 20.
I don't know.
Again, it depends on the day, but I don't know.
But it's just curious.