Tech Portfolio 2021: The Big, The Small, and the Stealth
In the past year, going back to April 2020, we’ve published 8 Watch Lists, comprising of a total of 56 companies. Today, we reveal our six newest highlighted companies.
EV’s, Online Shopping and Tech Boom: Under-the-Radar
This is our 7th Watch List and, today, we want to unveil our 2nd list for 2021. I want to explain that in February 2021, the time this report is written, the markets are on fire. This is the reason that we have noted limit orders, since we want to conduct due diligence on great companies, only when they’re valued for prices that make sense to us.
Last Great Buying Opportunity in Post-Covid19 Rally
Keep your eyes on the road and your hands on the wheel: the media will distract you from your purpose as an investor, which is to look where no one else is looking and find value where others will only discover it much later. That’s the mandate of value investing and it works consistently if you apply its principles correctly.