Your presentation was awesome on Saturday! Was looking forward to putting a face with the name, only to be disappointed! We know what Saul looks like, but Novice remains a mystery.....
Even though I don’t have the nerve or the expertise to run a concentrated portfolio, I find your process valuable in making decisions about my investments. Our portfolio has grown so much in size that our new money additions hardly move the needle, so sells are required if I want to add a new company or increase a position size. Thanks for the insight into your own process.
Your presentation was awesome on Saturday! Was looking forward to putting a face with the name, only to be disappointed! We know what Saul looks like, but Novice remains a mystery.....
I enjoyed your presentation at the FinTwit summit today! Looking forward to your company tracking template becoming available.
Thanks for the info on the FinTwit Summit, I signed up and am looking forward to it.
Even though I don’t have the nerve or the expertise to run a concentrated portfolio, I find your process valuable in making decisions about my investments. Our portfolio has grown so much in size that our new money additions hardly move the needle, so sells are required if I want to add a new company or increase a position size. Thanks for the insight into your own process.
I loved reading your thought process. If I may just point 1 thing out in the above it is that PTON is not at its ATH, it is 30% below the recent top