This article briefly reviews my portfolio performance in Q4 and 2024 and the positions I plan to hold into 2025. I also revised the sectors and ideas I covered in the blog to see if the fundamental o…
Substack is the home for great culture
This article briefly reviews my portfolio performance in Q4 and 2024 and the positions I plan to hold into 2025. I also revised the sectors and ideas I covered in the blog to see if the fundamental o…