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: 11-Apr-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

NEW: CSU family stats & metrics now available inside the Valuation Tools section. Growth trackers, acquisition data, key operating metrics and more

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Volatility was once again the name of the game in March… haven’t I already said this this year?

Yes, Jan-Feb were the same. Portfolio performance hasn’t been great heading into Q2.

Still, added new capital, rotated one MAG7 into ano…