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Emerging Value
Emerging Value
Quarterly portfolio Q1 2023
Portfolio letters

Quarterly portfolio Q1 2023

Mar 27, 2023
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Emerging Value
Emerging Value
Quarterly portfolio Q1 2023
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Portfolio review

Hi everyone.

I believe that I am quite good in detecting opportunities, but I still am in the fog of war in portfolio management. This is despite beating the market since covid started and avoiding the Nasdaq bubble. I am no Kuppy and did not do X5 in 2022 however.

I have many stocks because I lack conviction in an investment style or reg…

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