IA's Winner Takes Most (Patreon)

Per this chart, you can see no matter what the industry, the winner takes most. Yet another proof point.  

The "winner takes most" analogy in investing, as I have embraced all my life, underscores a strategy where identifying and investing in dominant players within specific sectors or markets can yield substantial returns. This concept is rooted in the observation that in many industries, particularly those with network effects or high barriers to entry, a few companies often capture the majority of market share and profits. These dominant players benefit from increased economies of scale, stronger brand recognition, and greater financial resources, which in turn can lead to superior performance in the stock market.

Application in Investing Strategy:

1. Research and Selection: The strategy involves thorough research to identify these leading companies. This is why we spent YEARS building models and profilers eg Crypto Compendium, SCP Profiler, Miner Model, etc to weed out losers and identify winners early eg BTC MSTR SOL CLSK NVDA TSLA (a laggard but it will pop).  
2. Concentration Over Diversification: While traditional investment wisdom often champions diversification, the "winner takes most" approach may involve a more concentrated portfolio strategy ie GO FOR THE JUGULAR by allocating a larger portion of one's investment capital towards these winning companies or assets, investors aim to capitalize on their continued market dominance and growth.
3. Long-Term Horizon: This analogy aligns with a long-term investment horizon, as the dominance of these companies or assets can solidify over several years. Market leaders often have the resilience to navigate through economic downturns and emerge stronger, thanks to their robust business models and financial health.  LET THE WINNERS RIDE

h/t Sanjay for the chart