March 2020 Portfolio Update
March Madness So I’ve had probably my best month as an investor so far. My portfolio is up ~20% MTD and ~15% YTD. I generally judge my performance against the ACWI EUR Index which was
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2019 Update: Some Recent Purchases
I bought 6 stocks in the past 6 months – a European family holding company, an extremely undervalued net-net, a high-quality bank, 2 M&A special situations, and an incredibly illiquid stock that I’m slowly building
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