My Current Portfolio

I currently have a large cash position. I plan to deploy most of that capital within the next few weeks and months. Going forward, I’ll have more time to research and should find many more opportunities (here’s why).

I’m considering building either one large portfolio or three small ones that consist of three categories of investments:

1. Long-Term Holdings: Companies that I consider compounders and that I’ll add to monthly

2. Special Situations and Inflection Point Businesses: Companies at an Inflection Point or with some form of direct catalyst

3. Deep Value Situations: Companies without a clear catalyst that sell at extremely low prices

Right now, you can become a Founding Member (at an 85% discount) of this Platform with all the Upgrades that will follow this year!

Here’s how:

Stock Research Platform - Schedule for 2025

The Portfolio: