However, I am really liking this condensed portfolio. It is a lot of work every quarter to follow their progress, but… this is NOT something I was ever able to do before! …I really like following my companies closely, and, subsequently, feeling at lot more nimble …I am improving greatly in how I look at the numbers and trends thanks to those here.
Muji,
I was just talking to my girlfriend about how valuable I feel this board is. We can argue and check each other, as we should, but it is also really comforting to know that none of us is an island. Our opinions on these companies may differ regarding specifics, but we all agree that we’re on the right track with SaaS, concentrated portfolios, focusing on growth, scrutinizing profit potential, etc. Saul’s methods are tried and true, and we each bring a little something new to the table.
I’m not sure if that’s what you meant in the quoted text above, but for me, the community on this board gives me the confidence to run my concentrated portfolio. I don’t feel like I’m out there all alone.
It really is worth a ton. Thanks to all of you for participating.
Bear