Our Man in NYC

This “Things from” post is the opposite of the last one; a single speech, which I’ve also excerpted the key section of below.   It was made ...

Portfolio Update  As noted in the recent portfolio update , Our Man made several changes to the portfolio during the second half of April.  ...

While it’s been a while before this first Things from my Newsblur, this post is both longer than normal and wider ranging so there should be...

OM used the ‘Liberation Day’ volatility in the market to concentrate the portfolio into his highest conviction ideas and reduce/exit others ...

Portfolio Update There were no changes to the portfolio during Q1. However, OM made a number during April so expect an update on them (soon)...

Portfolio Update There were no changes to the portfolio during Q4. Performance and Review After a strong start to the quarter the portfolio ...

Some final things from my Newsblur to finish up the year, including helpful 2025 advice (from Cal Newport) and additional information on the...