即使是芒格在阿里巴巴的投资也不算成功，3个股票就足够分散的观点有点过了。

You may not know what you don't know，要对潜在的黑天鹅有敬畏之心。反方的观点是：diversification is only the free lunch in investment https://books.forbes.com/author-articles/diversification-is-the-only-free-lunch/