Happy to hear good news from you, hopefully everything will go well, please keep us updated. Interesting portfolio, inflation probaly hit hard on cash position, but with market being so expensive right now maybe its a good decision.
Adilet -- Appreciate the kind words and will be posting updates (even short ones) on my Substack page for the next couple months.
The cash position is somewhat tough in that I know it's too much. That said, there's not a ton that I want to buy (although they are starting to come into play now). We'll see how things play out going forward.
Happy to hear good news from you, hopefully everything will go well, please keep us updated. Interesting portfolio, inflation probaly hit hard on cash position, but with market being so expensive right now maybe its a good decision.
Adilet -- Appreciate the kind words and will be posting updates (even short ones) on my Substack page for the next couple months.
The cash position is somewhat tough in that I know it's too much. That said, there's not a ton that I want to buy (although they are starting to come into play now). We'll see how things play out going forward.