Portfolio Update Q1 2025
Why I am (Very) Optimistic — Even in the Face of Macroeconomic Chaos
Markets have been humbling for many in Q1 2025 — myself included. But after years of frothy valuations, I think we are finally entering a market that feels like a candy shop for value investors.
Disclaimer: This writeup is not investment advice and should not be construed as such. I am sharing my research insights and positioning on individual companies …