6 Comments

Awesome performance!!!

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Thanks! My style is pretty 'inactive, ' but it's less stressful, and I'm performing well so far.

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Congrats! Wish you more of the same next year! That's a useful thesis tracker.

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Thank you DIY investor! Tough year coming up after 2yr of 20% broad market return. Will need to keep an close eye on those businesses even more.

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Agreed. Quality businesses that we own should be fine in the long run. Regardless, it might be wise to optimize our positions if there were extreme multiple expansions.

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Luckily, my top holdings multiple hasn't expanded much...only Wisetech and CrowdStrike are enjoying 70 FCF + multiple here...

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