May 27, 2020

A Ticker A Day: 3 Companies Analyzed + Position Building Buys in $MCD, $ACMR and $ABCB

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Episode details

The track record spreadsheet has been updated with a new tab which lists each of the stocks held in the portfolio and their total lifetime returns in a better at-a-glance format. After making this, I was able to quickly see some opportunities to build larger position as even better prices than I initially paid.

Some changes to existing positions:

  • Added to…

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