Value Don't Lie

Value Don't Lie

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Value Don't Lie
Portfolio Update 3.31.23
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Portfolio Update 3.31.23

Apr 19, 2023
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Value Don't Lie
Value Don't Lie
Portfolio Update 3.31.23
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Q1 is in the books and the portfolio is chock full of special sits across each bucket. As a reminder to new readers, I take a Bucket approach to my portfolio — Core, General, Option.

3.31.23 portfolio overview

A few notes and updates before we dive into the portfolio:

  • New subscribers can read about the Bucket approach here

  • And some highlights around my investment philosophy and process here

  • I’ll touch on my top 10 ideas for 2023 — subs can view it here, non-subs can find it here

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