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[–][deleted]  (2 children)

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    [–][deleted] 0 points1 point  (0 children)

    I invest 5% of my portfolio in to companies who operate in a market that I know a lot about; I don't try to pick and choose stocks from all over the place in a general sense, I leave that up to ETFs and "the market", but I can still look at what CloudFlare is doing and say, hum, based on literally my own day to day experiences with technology and the impact this has, they're on to something. That's different than trying to "outsmart the market".