Portfolio
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: 8-Oct-2025)
📈 Biweekly Report – Portfolio updates, recent moves & watchlist additions
💼 Full Portfolio Access – Holdings, valuation metrics & performance tracking
📊 Valuation Tools – DCF, reverse DCF, capital efficiency & growth models
🎧 Podcast Picks – Biweekly handpicked episodes on business & investing
🔎 Stock Picking Framework – My methodology & investing philosophy
🎯 Swing Trading – Short-term strategy & latest swing trades
👀 Portfolio Update Preview
New DCF Models for Serial Acquirers, now including CSU and spin-offs (TOI and LMN).
Tough weeks with volatility hitting my top holdings. Running a concentrated portfolio means learning to stomach swings, but I’ve realized that once a position creeps above 15%, conviction can start slipping into self-doubt. It can weigh on your sleep, mood, even your relationships.
That’s why I…