New Portfolio Transaction

Whenever I buy a new position, add to existing ones, or sell a position in my personal Portfolio, paid members get immediate notice.

I’ve had new capital available to invest, so I decided to add to one of my positions.

If you want to join that group, you can subscribe right here. Annual Plans have a 30% discount on the monthly option.

Besides access to my personal Portfolio, you also receive a monthly Deep Dive and Bi-Weekly Research Articles, as well as updates to all portfolio companies.

The position I chose to add to is the one that I consider to have the highest margin of safety at this price level. A larger margin of safety is accompanied by exponential return opportunities, as explained in my “Margin of Safety” Article.

The stock is…