I agree strongly. If you would have just stuck in a hoarde of cash (equal amount) into each of these stocks a few years ago, you'd be rich. Diversification is fine and all, but it doesn't seem so bad to pick a couple of strong companies and bet big early on. You could come up real big this way and retire early. 2 choices...diversify or gamble. I chose the latter. I had $75,000 to my name. I put $25,000 into COH and EBAY each three years ago with the intention of holding long term and never succumbing to market cycles and emotions. Just hold, hold, hold. I hoped to compound earnings over and over through the years. What gave me the confidence was the charts of other strong companies over the long term. Thousands and thousands of percent return. So far so good! I'm 29. In 10 years or sooner, my net worth should be over 1 million. You could never do this with diversification. All it took was a little research, gut feeling about the stocks (most important), and guts!