Weekly Portfolio Update

My weekly portfolio update is live.

This week I covered:

* 6 earnings reports
* 3 new buys
* Every position in my portfolio
* What changed in my theses
* What I’m watching next

Full update on Substack: https://ashtoninvests.substack.com/p/weekly-portfolio-update-one-of-the?r=4hxpzl&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

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2 Comments

Gene Perez@thychozen · 21h

an then he reclaims

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