shadow-gardener.bsky.social
Private investor Not investment/financial advice
👤 Joined on 23 October 2024
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@shadow-gardener.bsky.socialSo about a year ago I published a post with my current investments. As I repeat the exercise today I feel like my greeting at Value Investors Anonymous would be something akin to: "Hello, my name is Robert and I am addicted to concentrating my investment portfolio."
Show PostJust for fun, I launched a new substack where I present and comment on old annual reports from all sorts of companies. We have some fun ones in the queue. Check out the first! vintageannualreports.substack.com/p/american-a...
Show PostNothing to see here. SpaceX at 2.1T market cap and over 110x p/s. Totally not a bubble
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