Investor. Remember: The unexpecting are crushed, the prepared, resolute.
My portfolio's progress marches only after tragedy.
DMs open to discuss shares
May 1, 2019 • 19 tweets • 5 min read
THREAD 1/n
No one likes talking about their losses. It makes us uncomfortable. We like to inflate our gains & deflate our losses. Hide them. Mention them in passing only. Hope no one notices them.
You’re going to enjoy this. Please share so others can learn from my mistakes 🙂
2/n The more winners we can display up front the less losers become apparent at the back. Charlie Munger has said “I like people admitting they were complete horses’ asses. I know I’ll perform better if I rub my nose in my mistakes. This is a wonderful trick to learn.”
Apr 14, 2019 • 12 tweets • 3 min read
Portfolio Update:
THREAD 1/n
Just to recap for new followers. I have been investing on and off since 2001. More serious since 2006. You may have noticed I’ve been generally quiet about my trades over the last few months. Was waiting for opportunities from my WL some of which
2/n I’ve taken. I’ve already mentioned most of these shares with some rationale in the past so I’ll mention why for others now. My portfolio as it stands in order of position size:
BVXP (16.4%) – first bought in July 2016. Initial position up 330%.
