6 Comments

TY for your updates. Although Iā€™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!

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Jan 2, 2022Liked by Leverage Point

And congrats on crushing SPX/NQ.

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Jan 2, 2022Liked by Leverage Point

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 !

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