I enjoy reading your posts on here and Saul's board. Keep it up. IMHO, the one thing I think is missing from your portfolio is e-commerce. I am doing quite well with a nice basket of sea limited, jd, meli, and Etsy. I love SaaS and my portfolio is very SaaS heavy but don't sleep on ecommerce! The margins are lower but the Moat is wide.
I enjoy reading your posts on here and Saul's board. Keep it up. IMHO, the one thing I think is missing from your portfolio is e-commerce. I am doing quite well with a nice basket of sea limited, jd, meli, and Etsy. I love SaaS and my portfolio is very SaaS heavy but don't sleep on ecommerce! The margins are lower but the Moat is wide.