Nice to see this change. I felt I wasn’t getting much out of the paid subs previously. Lots of tickers, no updates on existing holdings and buy reccies without much thesis publication. Could you consider some graphs/ tables of key metrics ratios for the updates of portfolio holdings every 6-12 months? This would help me build conviction that thesis playing out
Excited for the next chapter
Thanks Lew as always for your support! We are very excited too.
Nice to see this change. I felt I wasn’t getting much out of the paid subs previously. Lots of tickers, no updates on existing holdings and buy reccies without much thesis publication. Could you consider some graphs/ tables of key metrics ratios for the updates of portfolio holdings every 6-12 months? This would help me build conviction that thesis playing out