šŸ“¶ diversification vs. concentration

How many companies should be in your portfolio, some forward looking beliefs, and the best from last quarter

June 30, 2025 ā€¢ Estimated Reading Time: 8 minutes

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Good morning šŸ‘‹

And welcome back to work. 4th of July is one Friday, so I think all of us are expecting things to be pretty quiet this week.

P.S. Is anybody looking for a remote AE? I have a friend who is crushing his numbers but is looking for something better in AI or SaaS. I can vouch for this person and think he will crush his OTE wherever he ends up next.

If you or anybody you know anybody hiring for this type of role, Iā€™m happy to put you in touch.

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