🔒 Portfolio Update: 1 Sale, 2 New Buys

One good company has to go to make room for 2 great ones

The Case for Concentrating on Durable Compounders

There’s a moment in every quality investor’s journey where you stop collecting “good businesses” and start doubling down on exceptional ones.

In this article, we will explain why we sold 1 of our long-term positions to double down on two exceptional positions.

Here’s exactly why I’m making these moves — an…