Q4 Thoughts + New Article

If you missed the article of the week the link is here.

You can listen on Spotify here.

Updates

• New update to The LongVol Report has been completed - get a copy here.

• The SAT Portfolio Performance is updated this week here

• New Primer Published: Context in Trading

Q4 Themes I am Watching

The final point should pick up - one of the things we do in our long/short approach is trying to find a combination of themes that we can hold anywhere from 6-24 months where we can get 2-3 baggers (at a min 30% if we’re going to size).

So that means select event-driven themes, some macro and turnarounds.

• Yesterday one of those stocks we own is and they are being added to the SP600 next week. It was down on bogus news this week but rallied +8% after market.

The framework with investing is different than active-trading - I talk about this a lot on the show this week because how your mind thinks about things makes all the difference. Being patient for ideas to play out that you’re convicted in makes all the difference which is a bit harder from the day traders who need things to happen here and now and those wires tend to get crossed from what I’ve seen.

When you buy a good company or theme in a sector at or near the inflection you really don’t have to worry much about watching it - you might be wrong a bit short-term but if you know what you own the rest is just daily noise.

• There was also which was up nearly +10% yesterday - a turn around we own.

There are a few other names as well not in the report but my views are that there should be some 2-3 bagger Core positions coming the next 2-6 quarters both in US equities, Argentinian and Japanese equities.

Enjoy the show this week (remember it’s on Spotify as well)

The link to the article is here.

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This article is presented for informational purposes only, is an opinion, and is not intended to recommend any investment, and is not an offer to sell or the solicitation of an offer to purchase an interest in any current or future investments. Any such solicitation of an offer to purchase interest will be made by a definitive private placement memorandum or other offering documents.