Portfolio Update: June 2024
There were no changes to the portfolio in June. The two major news among my holdings come from Norbit and Lindbergh. Norbit acquired Innomar...
Portfolio Update: May 2024
Welcome back to the portfolio updates series! I recently read Michael J. Mauboussin’s book, More Than You Know, which is full of practical...
Portfolio Update: April 2024
I recently came across a thought-provoking blog post by Andrew Walker on his YAVB discussing the possibility of a bubble forming in quality...
Portfolio Update: March 2024
I recently had a conversation with a close friend and fellow investor, during which he shared his current research interest in the dollar store...
Portfolio Update: February 2024
Recently, a friend of mine asked me why I own positions in Markel and Brookfield, as they do not align with my typical investment style...
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