Portfolio

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

🗓️ Biweekly Updates (Last Update: 28-June-2025)

  1. 📈 Biweekly 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 – Biweekly 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

After returning from my Africa trip in mid-June and releasing my 🔗 Semi-Annual Report, I took time to reassess the conviction behind each position—and to refine how I want to evolve my investing approach: greater concentration, higher-quality B2B recurring revenue, and more strategic AI exposure. With that in mind, I made several portfolio adjustments post-report.

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