The Margin of Safety Stock Portfolio
A mid-year review
It’s been a while since I provided a full update on the portfolio. I’ll cut to the chase…
The smaller positions are difficult to see or are not detailed on the above chart, so here is the full list in the table that follows:
I have no in-depth commentary on the portfolio at this time but I wanted to provide an update. I am planning some company specific updates coming in the near future. Check out my recent posts on Secure Waste Infrasture, Boyd Group, and updates on OTCM and Pinetree Capital.
Curious to know why you’re so bullish on PNP, what do you like best about this company?
Love the portfolio! And positively surprised to see some railroads in there, especially CPKC!