Hi hunters,
This is the new edition of our portfolio update.
For each position inside our portfolios, you’ll receive:
The initial thesis in short (to remind myself and you why we bought the company in the first place)
The current situation with the company
Our rating of the company.
Reply to this email if you want me to add, change, or remove anything from these reports.
I invest with a 3-5 year horizon. So I’m not swayed by short-term volatility. But these reports force me to think about the full portfolio each month.
During earnings updates, we re-underwrite our position (or not). During portfolio updates, we assess the risk level and position sizing of the whole.
We run 2 portfolios. The Peter Lynch portfolio and the Inverted Nick Sleep portfolio.
The article below is long, but feel free to skip to the companies you like.
Here’s the current performance: