Subject: Re: Morning Musings
by someone who doesn't know how to assess single firms.
.......
people who had that many stocks has a decent level of knowing how to assess stocks.

I don't believe anymore in people being able to assess stocks. What I remember from the last years in this forum were very strong and regularly repeated recommendations for Dollar General, Dollar Tree, Carmax, Hershey and Google. I pity everyone who followed any of those recommendations as apart from Google all others went down dramatically since those recommendations.