I wanted to close the year with some general comments and by taking a quick look at the ideas I’ve written up since I started to write again. I’m happy that after a longer period without being able to post new ideas I’ve been able to structure my time and work to allow me to […]
Month: December 2022
As I looked over the past weeks through the names on my watchlist, I noted the long list of companies that are down >50% year to date. Not surprisingly, many of these companies are European and have enjoyed a couple of good years thanks to covid tailwinds. Now that growth has slowed during this year […]