Managing Expectations to Maintain Focus
Check out my stack for undiscovered companies as well! :)
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.
Thanks for the feedback. Position sizing is something I have thought about a lot. No one size fits all approach though.
Keep up the great work, always a pleasure reading your newsletter
Thank you for the feedback, it is really motivating to hear 👍
Who said that soap quote? It's so true, yet I found it funny. Great review and awesome to see such transparency.
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 👍
Well done in 2024, and thanks for sharing your work and knowledge! You contribute a lot and I always try to catch your posts 👏
Thanks a lot for the feedback, it’s much appreciated 👍
Congrats, love reading your content - keep up!
Thanks a lot for the kind words, much appreciated 👍
Congratulations Wolf, cheers to 2025!
Cheers Trung 👌
Check out my stack for undiscovered companies as well! :)
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.
Thanks for the feedback. Position sizing is something I have thought about a lot. No one size fits all approach though.
Keep up the great work, always a pleasure reading your newsletter
Thank you for the feedback, it is really motivating to hear 👍
Who said that soap quote? It's so true, yet I found it funny. Great review and awesome to see such transparency.
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 👍
Well done in 2024, and thanks for sharing your work and knowledge! You contribute a lot and I always try to catch your posts 👏
Thanks a lot for the feedback, it’s much appreciated 👍
Congrats, love reading your content - keep up!
Thanks a lot for the kind words, much appreciated 👍
Congratulations Wolf, cheers to 2025!
Cheers Trung 👌