Portfolio

Current Positions

VW Group: Investment Case & Updates
Created on 20 November 2022

CNX Resources: Investment Case & Updates
Created on 31 July 2022
Last updated February 04, 2023
Altria: Investment Case & Updates
Created on 18 April 2022

Alibaba: Investment Case & Updates
Created on 24 October 2021
Last Updated on May 14, 2023

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

Loews: Investment Case & Updates
Created on May 18, 2020
Last Updated on February 11, 2022
EXOR: Investment Case & Updates
Created on April 10, 2020
Last Updated on September 17, 2022

Exited Positions

Apple: Investment Case & Updates
Created in January 2019
EPAM: Investment Case & Updates
Created on 3 April 2022

Stocks Under Consideration

Watch List

Stocks I am currently working on
Wish List

Great companies that I hope to buy cheaper
Too Hard Pile

Stocks that are just too hard to have a firm view on

Third Party Research

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At least one company that I have bought (sold), or major developments around my core positions.
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