11 Comments
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Bob Johnson's avatar

The incredible shrinking portfolio

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Wolf of Harcourt Street's avatar

Sorry don’t think I understand the comment?

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Guardian Research's avatar

Great to see InPost and Evolution in the mix. I feel like those European compounders fly under the radar for too many investors compared to US tech.

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Wolf of Harcourt Street's avatar

Both have been drags on the portfolio this year performance wise but forward valuations for both are very undemanding

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Iñaki's avatar

22 years old from Argentina. Just looking to buy time. I just want to travel and do sports until my body say no more. Cheers and happy for you, seeing people living the live i want helps a lot.

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Wolf of Harcourt Street's avatar

Great goals to have in life, good luck on your journey

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Everyday Stocks's avatar

Great read as well, holidays/trips always bring back that extra little buzz for the investment journey. Uber is a great buy, my number 1 holding and I want to buy more, Visa makes sense as a good anchor. Meta is a better buy than Microsoft today in my opinion for what it’s worth, keep up the good work 🐺 🤝

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Wolf of Harcourt Street's avatar

I think we are very much aligned with our approach 👌

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Mr Robot's avatar

Great summary as always. Interesting times in the markets! I always have some limit orders stacked up ready for the irrational drops, e.g. Uber.

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Wolf of Harcourt Street's avatar

Thank you. Having a plan for when there is a correction is always a smart idea, helps to remove the emotion from it.

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