Long-only · Concentrated
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Long-only · Concentrated
I write a thesis before every buy. If I can't explain it in three paragraphs, I don't own it. Slow, public, and deliberately boring.
| Sector |
|---|
| Weight |
|---|
| Cost |
|---|
| Price |
|---|
| Day |
|---|
| Since buy |
|---|
| COST | Costco Wholesale | Consumer | 19.3% | $925.00 | $979.45 | −0.30% | +5.9% |
| BRK.B | Berkshire Hathaway B | Financials | 16.1% | $499.69 | $495.52 | +1.28% | −0.8% |
| GOOGL | Alphabet A | Tech | 16.0% | $324.50 | $369.35 | +2.69% | +13.8% |
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Sold ten of thirty-six MCO shares at $464 today, roughly six percent below my cost. The thesis I wrote in December has not changed. The position size relative to the rest of the book has, and the math is the math.
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