What to focus on?
Thanks for the write-up! Which of the stocks that you currently own do you have the highest conviction in and why? Appreicate any feedback.
You can look at my latest article or my portfolio Page. I have most conviction on the largest positions and I have written full articles on those biggest positions to explain why.
Thank you very much for this article!
If you are interested in commodities, I invite you to read the quarterly reports of Goehring & Rozencwajg. I find them very interesting. You can read the last one here : https://4043042.fs1.hubspotusercontent-na1.net/hubfs/4043042/Content%20Offers/2023.Q3%20Commentary/2023.Q3%20GR%20Market%20Commentary.pdf
I have read some of them in the past. I will look into the one you linked. Thanks.
Well done, thank you.
Thanks for the write-up! Which of the stocks that you currently own do you have the highest conviction in and why? Appreicate any feedback.
You can look at my latest article or my portfolio Page. I have most conviction on the largest positions and I have written full articles on those biggest positions to explain why.
Thank you very much for this article!
If you are interested in commodities, I invite you to read the quarterly reports of Goehring & Rozencwajg. I find them very interesting. You can read the last one here : https://4043042.fs1.hubspotusercontent-na1.net/hubfs/4043042/Content%20Offers/2023.Q3%20Commentary/2023.Q3%20GR%20Market%20Commentary.pdf
I have read some of them in the past. I will look into the one you linked. Thanks.
Well done, thank you.