do you prefer conglomerates or pure plays?

Water Cooler Investing
#1

[original post removed]

#2

why would anyone prefer a conglomerate? that’s like saying ‘do you prefer efficiency or inefficiency?’

#3

do you prefer index funds or individual stock…derp

#4

The sector I do most of my investing in rarely has this issue. But if asked in an interview I’d say conglomerate, since it’s probably harder to value creating more opportunities for the market to get it wrong.

#5

Take a look at General Electric, and all of its problems…

#PrimeExample

#6

one can easily mention berkshire to counter that argument

#7

The exception to the rule tends to support the rule.

#AnyOthers?

#8

amazon

#9

Now that I think about it, Alphabet/Google would be another good example.

#touché

#10

fair enough. comcast. :).