How many stocks do you think is the ideal number to hold?

Summary

• The post is a general discussion about portfolio construction, specifically questioning the ideal number of stocks for a long-term value investor. The author contrasts the concentrated (5-10 stocks) versus diversified (20-30 stocks) approaches.
• The author does not present a thesis but rather poses a question to the community to gather opinions on portfolio concentration versus diversification.
• Quality assessment: This is a general discussion/question, not research or due diligence. It is noise from a specific trade idea perspective but a valid topic for investment strategy.