Portfolio Review 9/2/2024

Updating my latest positions

In this post I go over my latest positions and my reasons for owning them. This is what’s known as a ‘live’ document. I will update this post as my portfolio changes. My intention with this portfolio is to ‘collect’ good businesses bought at attractive prices and hold those businesses for the long term. I also regularly add new capital. Usual disclaimer applies, I’m not a financial advisor or professional investor. These are my personal opinions not recommendations. Thanks for supporting 3-Minute Breakdowns.

Current Holdings