Hi Partner 👋
Charlie Munger once said:
“In my whole life, I have known no wise people who didn’t read all the time.”The smartest investors read all the time.
I’ve created a PDF of 66 (!) pages giving you an update about Our Portfolio.
Portfolio Update
The past two weeks, you received a massive Portfolio Update.
We took a deep dive into:
The Portfolio as a whole
Each company’s investment case
The current valuation levels
Our conviction behind every position
A few companies look more attractive than ever.
If you love learning and want to grow as an investor, this is a must-read.
Grab a coffee, take your time, and dive in: