Professional investor and podcast host, spotlighting companies shaping a better future through technology and innovation. 22% CAGR over 21 years.
Two new buys this month! Greggs $GRG has been on my watchlist since 2023, and last week's price drop offered a tempting bargain. This is a 100-year-old British brand with a strong employee culture, a clear growth strategy, and a healthy, stable dividend. While I'm not expecting multi-baggers from this investment, it neatly supports my strategy of pivoting a little more towards income, so it's finally time to get onboard!
I trimmed Crowdstrike last month, but it already feels like time to do it again. Quarterly results were announced last week, they were decent, but there are a couple of yellow flags I'm starting to see, and combined with the continued excessive valuation, I've decided to materially reduce my exposure to this core holding, cutting $CRWD back from a 5.5% allocation to under 3%.
I've not touched my portfolio since late January, so there are no buys or sells to report, but the shape of the portolio has changed materially as a consequence of the complex and volatile investing environment. 