“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.” – Seth Klarman, hedge fund manager

I was perusing Twitter over the weekend. This is my usual routine looking for content ideas, market nuggets, and charts of interest.

I stumbled across a couple of gems. If I didn’t see it, I wouldn’t believe it.

In the below video, “Pure Portfolios: Latte with Nik,” we examine top S&P holdings from 2013 vs. today, U.S. small cap stocks shrinkage, and how two large cap companies might swallow the world.

Let us know what you think of the new video format, insight@pureportfolios.com