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Portfolio

Some Positions in the Portfolio

Berkshire Hathaway: Investment Case & Updates
Created on 29 August 2021

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Loews: Investment Case & Updates
Created on May 18, 2020
Last Updated on February 11, 2022
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EXOR: Investment Case & Updates
Created on April 10, 2020
Last Updated on September 17, 2023
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Trustpilot: Investment Case & Updates
Created on 08 October 2023
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Arrow Exploration: Investment Case & Updates
Created on 8 September 2023
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Alibaba: Investment Case & Updates
Created on 24 October 2021
Last Updated on August 13, 2023

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Some Exited Positions

CNX: Investment Case & Updates
Created on 31 July 2022
Last updated on December 20, 2023
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Team Internet: Investment Case & Updates
Created on 08 October 2023
Last updated on December 15, 2023
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Altria: Investment Case & Updates
Created on 18 April 2022
Last updated on August 13, 2023
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VW Group: Investment Case & Updates
Created on 20 November 2022
Last updated on September 24, 2023
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Apple: Investment Case & Updates
Created in January 2019
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EPAM: Investment Case & Updates
Created on 3 April 2022
Last updated on May 21, 2023
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