Q4 2022 Portfolio Update
The TSOH Investment Research Service launched on April 5th, 2021, and with it came a mixture of excitement and uncertainty. Prior to the launch, I had been sharing my work publicly online for about ten years - but this marked a meaningful next step in my relationship with readers. I was asking for a more significant commitment of their time and money, which I did not (and do not) take lightly. In a few months, TSOH will celebrate its second anniversary.