13 Comments
User's avatar
Undiscovered Value & Growth's avatar

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

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.

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.

JMA's avatar

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

Wolf of Harcourt Street's avatar

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

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.

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 👍

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 👏

Wolf of Harcourt Street's avatar

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

Jorge Cordeiro's avatar

Congrats, love reading your content - keep up!

Wolf of Harcourt Street's avatar

Thanks a lot for the kind words, much appreciated 👍

Trung Nguyen @SWI's avatar

Congratulations Wolf, cheers to 2025!