🔍 A Brutally Honest Review of My Mistakes

Pain + Reflection = Progress

Hard Lessons: A Look at My Worst Performers Part 1

Reviewing investment mistakes is never fun. But it’s necessary.

As Ray Dalio puts it:

Pain + Reflection = Progress.

Charlie Munger said it even more bluntly:

That’s the mindset I’m bringing today.

Since I began publicly sharing my portfolio in 2023, I’ve had positions that didn’t work out—despite deep convict…