Daniel Romero

Daniel Romero

Portfolio Update: Recent Changes

What I’m adding, what I’m holding, and why

Daniel Romero's avatar
Daniel Romero
Jun 29, 2026
∙ Paid


Portfolio is up 130% YTD.



In this article, I’ll cover the latest updates on the companies in my portfolio, including:

  • What I think about their current valuations

  • The upside I see and why

  • My price targets for each holding


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