Some mutual funds alone can provide sufficient diversification, as they're invested in several hundred different securities. If you instead own Sisyphus through a mutual fund, where it represents a fraction of a percent of the fund's value, its surge will make less of a difference. Through the years, I've gobbled up companies such as Bread & Circus, Fresh Fields, Wild Oats Markets, Allegro Coffee and Harry's Farmers Market. Today I'm America's leading natural and organic food retailer and its eighth-largest food and drug store chain, with about 400 stores in the U.S., Canada and the U.K.