@alc2022 Hi Antonio, I believe it was Munger who said, “Invert, always invert.”
What would need to happen for you to conclude that your thesis on any of your picks no longer holds?
@jakebrowatzke Jake, your faith in Jesus and the way you keep Him at the center of your ‘why’ for investing is the #1 reason I follow you. I’m actively consolidating my portfolio toward your highest convictions. Continue to keep Him at the center, no matter what criticism or persecution comes❤️