Enjoyed the market positions. I suggest that you make it a little more detailed. When it was bought, the price, quantity, cost etc. Some times not all of those are there, looks like spreadsheet is a quick summary not comprehensive. Rather than review each position each week many of which haven’t changed, pick one or two and do a deep dive. Why you bought, what you will do if underwater, when you would close if up or down. Treat it as teaching a real life management and portfolio construction section.
I would love to see it like a scientific discussion. Determine the universe that is attractive. Thesis. Evidence to support that thesis. Make a determination on direction or view on the investment thesis. Determine best strategy to implement that view. Execute & how?
Looking for advice as a young Canadian entrepreneur. Looking to sell my business in 1-2 years, $10m+. You talked about selling your biz, and our gov't took the lion's share of your work. What could I look at doing right now, prior to selling to put myself in the best position & avoid being a minority shareholder in my own life. Thx!!
Enjoyed the market positions. I suggest that you make it a little more detailed. When it was bought, the price, quantity, cost etc. Some times not all of those are there, looks like spreadsheet is a quick summary not comprehensive. Rather than review each position each week many of which haven’t changed, pick one or two and do a deep dive. Why you bought, what you will do if underwater, when you would close if up or down. Treat it as teaching a real life management and portfolio construction section.
I would love to see it like a scientific discussion.
Determine the universe that is attractive.
Thesis.
Evidence to support that thesis.
Make a determination on direction or view on the investment thesis.
Determine best strategy to implement that view.
Execute & how?
New positions are now in the applied series
Looking for advice as a young Canadian entrepreneur. Looking to sell my business in 1-2 years, $10m+. You talked about selling your biz, and our gov't took the lion's share of your work. What could I look at doing right now, prior to selling to put myself in the best position & avoid being a minority shareholder in my own life. Thx!!
Whats your business in?