Comment by ffolgueiro on "The Holy Grail" of portfolio management · 2020-08-29T20:35:26.382Z · LW · GW

To me, the holy grail in investing isn't being diversified. It's finding things where it is a good idea to be UNDIVERSIFIED. I'd take 5 businesses which are undervalued, over the index any day.

Well, for sure. If only.

The holy grail is diversifying assuming market efficiency.

Comment by ffolgueiro on Six economics misconceptions of mine which I've resolved over the last few years · 2020-07-22T23:24:40.950Z · LW · GW

Andrew, I've never heard this emerging school of thought you name and I'm interested in it. Do you have any link or author you can name? Thanks in advance!

Comment by ffolgueiro on Sunscreen. When? Why? Why not? · 2019-01-18T15:15:12.026Z · LW · GW

Great article about this topic: https://www.outsideonline.com/2380751/sunscreen-sun-exposure-skin-cancer-science

It does seem that using sunscreen doesn't offset the harms prevented by vitamin D.