Getting RICH means knowing when to PRESS YOUR BETS... Concentration, sometimes, isn't indicative of gambling... Sometimes it means high conviction in a fundamental story that will eventually play out, un-locking exceptional value...
This is why many of the richest in the world are who they are; the likes of Elon, Bill Gates, Larry Ellison... They didn't make it through diversification, they bet on themselves, they bet on their company, going ALL in...
With NFG, ES is "Pressing his Bet", but I assure you... It's not with a gambler's mentality...