Holdings Update: 22%+ avg. return in the past 3 months

📈 Holdings Update & Returns So Far

First of all, thank you all for reading, and warm welcome to all new subscribers. It has been an interesting couple of weeks, with the U.S. election and the stock market going up and up with seemingly no end in sight. 

It is at times like these that understanding the value behind the businesses we own becomes crucial. The tide lifts all boats, and some boats don’t deserve to be lifted. 

It is getting harder to write this newsletter as valuations across the board are at levels where finding value is difficult. The last thing I want is to buy things where the margin of safety is less than my desired 20%/year.

With that said, we do have an interesting, undervalued company in sight, and the article is coming out soon.

Here is how our newsletter picks have faired in the last few months.

You can track all holdings & original articles explaining the position on this page:
Finset.ai Google Sheets Tracker 

Happy Investing,
Andy