Hi Saul and fellow Fools,
I’m new to this board. Someone told me about you and I wanted to check out here. I personally own 28 different companies in my portfolio, but 5 companies are about 50% of my portfolio and other 10 companies are about 45% of my folio because I let winners grow exponentially and take up a lot of the space, but I also wanted to add more to some positions, like MDB 4.5%, SSTI 1.5%, etc. I’d like to see what companies are in your portfolio because I dug deep into your board and all of them were intense discussions about those companies and I seem unable to find companies you already own. I know you clearly said TWLO is your largest holding, but I can’t see the rest. Thanks in advance!
Eddie
(is very curious about Saul’s portfolio and wonders if he’s better than Tom and David Gardner’s performance or maybe Saul already beats a legendary investor Warren buffett, Peter Lynch, Shelby Davis, or Emmet Savage.)