Saul -
Would you be amenable in sharing your current portfolio positions?
I took start positions in UBNT, AFOP, NGVC and added more to AMBA in the past few months. I’m looking to add to those positions and a few others in the coming months as I transition out of a few other positions and into some better suited opportunities.
Eric
Would you be amenable in sharing your current portfolio positions?
Eric, I just posted them at the end of February, and I think I have to stick to once a month to six-weeks or I’ll gradually end up having to post them daily. I can tell you though that my top four are still my top four, (although the order has changed and UBNT has grown to be biggest) and 5 thru 9 haven’t changed.
Saul