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Portfolio Update: Concentrated investing in practice and pricing political risk
And another odd lot trade that can pay for an annual CVI subscription
Jun 18
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CanadianValueInvestors
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Portfolio Update: Concentrated investing in practice and pricing political risk
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Inflation and Stocks: The first rule of a happy life is low expectations – PBR, BATS/BTI
We realized that we accidentally built what might seem like a prepper's stock portfolio of guns, canned vegetables, building supplies, and oil, with a…
Mar 18
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CanadianValueInvestors
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Canadian Value Investors’ Substack
Inflation and Stocks: The first rule of a happy life is low expectations – PBR, BATS/BTI
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