Portfolio performance crossed 100% YTD on Thursday. After Friday’s close, it was down to 94%.
In this article, I’ll give an update on some of the companies in the portfolio.
While most of my theses have worked well and performance has been strong, there are still many things to improve. There are companies where my conviction is split, and more importantly, I’m assessing potential portfolio rebalances to shift exposure again and be better positioned for the coming months.
Let’s get into it.