Reflecting So Far (Issue #29)
For the first newsletter of the month, I want to take a moment to look back at last month. 2 new holdings in the Pillars And Profits Portfolio were revealed (Markel and Hingham) and there are still 3 more to come. Next will be this Thursday.
The switch to having paid vs. free deep dives happened this month. I also plan to add additional benefits for paid scribers and founding members (respectively). Please comment or reply to this email with any suggestions about ways to improve the newsletter or potential additions.
This month I also switched to having mini deep dives or surface-level research pieces every Sunday instead of “Recent Updates”. These have been on companies like Restaurant Brands International and The Trade Desk. A mix of capital allocation type companies and not. This allows for similar analysis frameworks to existing companies in the portfolio. Comment a company you want to see a mini deep dive on?
Portfolio Update:
This week stocks that matter continued to be hit. Not too exciting for those already holding them, but a great time for those with cash to capitalize on this opportunity.
Stay tuned for the remaining current 3 holdings in the portfolio. Go here to access all of the deep dives so far.
Insight Of The Week:
Meme Of The Week:
Until Thursday,
Soren
Disclaimer: Soren Peterson and Pillars And Profits Newsletter are not responsible for any investment results. This is not financial advice. Always do your own research.