Portfolio Corner

Here’s what you’ll find next as a Paid Subscriber — For just $0.39/day ($12/month) or $0.27/day ($100/year) with the annual plan!

🗓️ Monthly Updates (Last Update: 25-Jun-2026)

1. 📈 Monthly Report – Portfolio updates, recent moves & watchlist additions

2. 💼 Full Portfolio Access – Holdings, valuation metrics & performance tracking

3. 📊 Valuation Tools – DCF, reverse DCF, capital efficiency & growth models

4. 🎧 Podcast Picks – Monthly handpicked episodes on business & investing

5. 🔎 Stock Picking Framework – My methodology & investing philosophy

6. 🎯 Swing Trading – Short-term strategy & latest swing trades

👀 Portfolio Update Preview

• 2 new additions with a good risk/reward/price setup: healthcare (where i was underweighted) + payments (where I had no direct exposure).

• 2 smaller positions in high-growth. Both founder-led + giving me exposure to enterprise and defense/government platforms.

• 1 satellite position in the subsea defense market, sharing similarities with Norbit ASA but with a more compelling growth…