End of January, brief update.

Since I posted my end of the month summary four days before the calendar end of the month, my results for January 31st were up 20.1% for the full month.


Are you still sticking with AYX and TWLO as your top convictions?
Asking for a friend. . . .


Hi Saul,

In the two weeks since I decided to seriously read through your board after so many years of dipping my toes so to speak, I have learned so much! Again thank you, it’s hard to learn the mindset and approach to investing of which I and many others are so grateful the you have openly shared your own so others like myself can learn and benefit from for many years ahead…


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