Hi Karel I do have a watch list but it contains every company I have looked at that I believe would be worth doing more work on at a lower price or with better catalysts. Because this list is so big and constantly evolving it would be very hard to share here. Every Friday though I do some work on a name I think is interesting so you will get a good idea of where I see potential opportunities and even now have quite a long list of every company I have ever covered. Sorry I can't do more there.
Maybe at some point in the future that is something I can work on adding.
Why don’t you own it?
A couple reasons. I haven't done the necessary work to understand the company before it would become a position. Hence the questions section.
Second I am currently looking to use capital to add Healthcare exposure to the portfolio.
I found the name though and after some investigating thought it was one worth sharing.
Do you maintain a sort of consolidated watchlist next to the portfolio, and is that shared on the substack blog?
Hi Karel I do have a watch list but it contains every company I have looked at that I believe would be worth doing more work on at a lower price or with better catalysts. Because this list is so big and constantly evolving it would be very hard to share here. Every Friday though I do some work on a name I think is interesting so you will get a good idea of where I see potential opportunities and even now have quite a long list of every company I have ever covered. Sorry I can't do more there.
Maybe at some point in the future that is something I can work on adding.
Hi,
I just registered for 7 day free.
Can i acces chat ? I hadnt.
Any new thoughts on Robert Half?
Thanks
I am new in investing