Q1 2024 Quarterly Portfolio Update

Jun 08, 2024

∙ Paid

All companies held in the portfolio have now reported quarterly results. As I’ve accustomed to, this writing will provide you with a brief overview of businesses’ financial performance and pertinent commentaries on weight changes. My broader thoughts on portfolio management will be shared in the mid-2024 shareholder letter.

As of Wednesday 5^th, this is how the portfolio looks:

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