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Narrative Research's avatar

Awesome performance!!!

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Trung Nguyen @SWIs's avatar

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

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DIY Investor's avatar

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

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Trung Nguyen @SWIs's avatar

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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DIY Investor's avatar

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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Trung Nguyen @SWIs's avatar

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

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