1) For the Cathie Wood defense of her Portfolio Management strategy, look upthread a day or so for a post from
@Artful Dodger
2) Not attacking ARK, just point out that how her firm manages portfolios may not be optimal. It depends on your goals, objectives, and risk tolerance, among other things. Remember, I said "interesting" - I was hoping to spark further discussion on portfolio management, not that she is wrong.
3) Just because they load up on TSLA doesn't mean their portfolio wouldn't have some value. Since they understand the business so well and have multiple analysts looking at it daily, they might be able to spot trends, hiccups, roadblocks, or new opportunities faster than an individual investor.
4) You're wrong that "following Buffett's strategy" means investing now in the same companies he has in the past. His STRATEGY is to invest in businesses you understand, that are resilient to competition, etc. As I clearly pointed out, the companies HE understands are different than the companies WE understand.
See point #3, above. I'm not saying her entire fund should be Tesla. I'm not even saying she should change her firm's rules. I'm saying that maybe those rules aren't optimal, and providing opinions from another successful investor as counterpoint.