Everyone wants market-beating returns. Very few people are willing to do what it takes to produces them. - Ignore the noise. - Hold through volatility. - Let businesses compound. - Buy when sectors are hated. That's exactly what I've done this year. High Conviction Portfolio: +49% YTD. ~Bought $OSCR when healthcare was hated. ~Bought $NBIS before the AI infrastructure story was widely recognized. ~Kept buying $ZETA while it remained undervalued. ~Currently building the newest positions. Investing isn't about finding the next hot stock. It's about finding great businesses before everyone else does.
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