During March, I did a fair bit of nibbling and added a few new ideas to my tracking basket. I left Kopran and Hikal untouched for this discipline set. Let them prove it first.

I know some of you got excited when Hikal jumped from 180 to 220 a few weeks ago. Price alone won’t pull me in. I’ll wait for execution and timelines shared in this detailed presentation.

No mercy. No compromise. No dilution of focus or core principles.