46 institutional-grade research, 7 new picks, 30 follow-up reports, 9 stocks BUY/SELL alerts, 92% win rate, It's Day 1 mentality again.
Awesome performance!!!
Thanks! My style is pretty 'inactive, ' but it's less stressful, and I'm performing well so far.
Congrats! Wish you more of the same next year! That's a useful thesis tracker.
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.
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.
Luckily, my top holdings multiple hasn't expanded much...only Wisetech and CrowdStrike are enjoying 70 FCF + multiple here...
Awesome performance!!!
Thanks! My style is pretty 'inactive, ' but it's less stressful, and I'm performing well so far.
Congrats! Wish you more of the same next year! That's a useful thesis tracker.
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.
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.
Luckily, my top holdings multiple hasn't expanded much...only Wisetech and CrowdStrike are enjoying 70 FCF + multiple here...