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Fully loading up on just one stock, even if it's Tencent $TENCENT(00700)$ , means you're not really talking about value investing, right? If you're going to gamble, then gamble, but be prepared to accept the outcome. There's no need to pretend it's some kind of value investing; after all, value investing isn't inherently more noble than gambling. Of course, if you win your bet, everything looks good. But it's good to consider what might happen if you don't…

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