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!
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!
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 !