This portfolio update follows the completion of Q4 earnings results (for companies reporting their 31Dec or 31Jan quarters). I intend to continue posting detailed portfolio updates on a quarterly basis, typically after the end of…
I intend to continue posting detailed portfolio updates on a quarterly basis, typically after the end of an earnings reporting cycle. For more frequent updates on the portfolio composition, I post regularly on X (formerly…
I intend to continue posting detailed portfolio updates on a quarterly basis, typically after the end of an earnings reporting cycle. For more frequent updates on the portfolio composition, I post regularly on X (formerly…
I intend to continue posting detailed portfolio updates on a quarterly basis, typically after the end of an earnings reporting cycle. For more frequent updates on the portfolio composition, I post regularly on X (formerly…
Elon Musk is like the boy who cried wolf. Full self driving (FSD) is coming next year or very soon; this is what Elon has been saying for about ten years. It’s not surprising that…
Revisiting “When Should the Game Change?” About two years ago, I wrote a post, When Should the Game Change?, in which I discussed how each person can examine his circumstances, goals/objectives, and risk tolerance to…
I intend to continue posting detailed portfolio updates on a quarterly basis. For more frequent updates on the portfolio composition, I post regularly on X (formerly Twitter). The posts there can be seen by following…
TSLA is probably the most controversial stock in the market. I normally provide updates on my positions in my regular portfolio updates at the end of each earnings cycle. In the current cycle, which just…
I intend to continue posting detailed portfolio updates on a quarterly basis. For more frequent updates on the portfolio composition, I post regularly on X (formerly Twitter). The posts there can be seen by following…
This is the final portfolio update of 2023. The last of the portfolio companies reported their results several weeks ago. I’ve been traveling and occupied with other activities so this report is a few weeks…