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Month: July 2019

First half 2019

July 6, 2019July 7, 2019 One idea at a timeLeave a comment

My paper record for the first half of 2019 looks poor. For the global portfolio, the paper record falls behind the S&P 500 (GBP, net including dividends) by 5.8% as our top 2 largest holdings underperformed the S&P 500: Alphabet and Berkshire. My thoughts are that owning exceptional companies with awesome return on tangible capital,… Continue reading First half 2019

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