📝 Some of the positions I have been publicly sharing on the blog and on X and defending have doubled in just over a year…

$NVDA NVIDIA → +120%

$TSM TSMC → +154%

$GOOG Google → +167%

$ASML → +119%

And the important thing is not just profitability.

We are talking about world-leading companies, megatrends, and brutal competitive advantages… bought at times when the market was scared and compressing multiples.

Often, the great opportunities are not in finding unknown companies.

They are in having patience and conviction to buy great businesses when the market doubts them… and even more so in putting it out publicly.

All of this is verifiable because it was commented on the blog and I maintain the positions in my portfolio 💼 the only thing is ASML has a very low weight now due to valuation.