13 Comments
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Undiscovered Value & Growth's avatar

Check out my stack for undiscovered companies as well! :)

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MB's avatar

Great summary and congrats on a strong 2024. Always a highlight to read your updates. The number of names in your portfolio, and target to bring this down further has given me food for thought.

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Wolf of Harcourt Street's avatar

Thanks for the feedback. Position sizing is something I have thought about a lot. No one size fits all approach though.

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JMA's avatar

Keep up the great work, always a pleasure reading your newsletter

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Wolf of Harcourt Street's avatar

Thank you for the feedback, it is really motivating to hear 👍

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The Dutch Investors's avatar

Who said that soap quote? It's so true, yet I found it funny. Great review and awesome to see such transparency.

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Wolf of Harcourt Street's avatar

I’m actually not sure who originally said it but it’s been adapted over the years. It’s so apt. Thank you and best wishes for 2025 👍

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Mathias - LTG's avatar

Well done in 2024, and thanks for sharing your work and knowledge! You contribute a lot and I always try to catch your posts 👏

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Wolf of Harcourt Street's avatar

Thanks a lot for the feedback, it’s much appreciated 👍

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Jorge Cordeiro's avatar

Congrats, love reading your content - keep up!

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Wolf of Harcourt Street's avatar

Thanks a lot for the kind words, much appreciated 👍

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Trung Nguyen @SWIs's avatar

Congratulations Wolf, cheers to 2025!

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Wolf of Harcourt Street's avatar

Cheers Trung 👌

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