TY for your updates. Although I’m not there yet Re: a super concentrated portfolio, it is very helpful to read these updates, to read Saul, and others from Saul and to get insight into your positions. I have most of them, I just have others too. Happy new year!
Glad to hear it. I learned so much by reading updates from other investors over the years that I felt it was my duty to give back to inspire and motivate others.
Why the change of heart/mind on UPST ? In Dec 15th post , you took about huge potential with auto loans. Any new data point to change your stance or just the sheer volatility/decline have made it hard for you to hold ? tia !
TY for your updates. Although I’m not there yet Re: a super concentrated portfolio, it is very helpful to read these updates, to read Saul, and others from Saul and to get insight into your positions. I have most of them, I just have others too. Happy new year!
Glad to hear it. I learned so much by reading updates from other investors over the years that I felt it was my duty to give back to inspire and motivate others.
Most generous, and appreciated.
And congrats on crushing SPX/NQ.
Why the change of heart/mind on UPST ? In Dec 15th post , you took about huge potential with auto loans. Any new data point to change your stance or just the sheer volatility/decline have made it hard for you to hold ? tia !
A +15% bounce in one day is a gift I didn't want to pass up. I thought I could put the cash to better use in other places.