Affiliate Sponsors:
I use the Quartr app for great transcripts, earnings calls, charts, search and more great tools for fundamental research and news. Get 20% a core subscription with this link or use code MOS20.
What’s New
Over the last few months I’ve neglected to update my holdings review with the intention of keeping a lid on some tiny names while I was in the midst of accumulating small positions.
I decided to start three new positions, two of which are very small and will remain so for now. A few thoughts and details on position sizing and cost basis below.