Learnings & Musings

Portfolio Concentration: Separating Myth from Reality

An argument for more diversification and thoughts on portfolio construction

Jan 7 •

ReadThinkWrite

I Gave Stock Picks to my Father-in-law

BONUS: Link to my Savvy Trader Long-term Compounder portfolio

Oct 20, 2024 •

ReadThinkWrite

Conviction and Quality

Thoughts on article by Josh Tarasoff

Mar 25, 2024 •

ReadThinkWrite

2023 Berkshire Trip

Compounding Goodwill & Dinner with Teqnion

Aug 27, 2023 •

ReadThinkWrite

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Reading, Thinking and Writing

Learnings & Musings