Value Don't Lie

Value Don't Lie

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Value Don't Lie
Value Don't Lie
Portfolio Update 8.31.23
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Portfolio Update 8.31.23

Sep 12, 2023
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Value Don't Lie
Value Don't Lie
Portfolio Update 8.31.23
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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.

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