Portfolio Update 8.31.23

Lots of new subscribers recently so let’s start with some resources / highlight posts:

• My bucket approach to investing

• Investing philosophy & process

• “On Deck” research list

• Asset Play overview and ideas

In this post, I’ll highlight the portfolio of 31 positions, walk through any changes in/out over the past month, sprinkle in some commentary/updates on existing holdings, and briefly touch on the On Deck list.