5 Comments

Appreciate the clear evaluation, and putting the misses up front.

Expand full comment

Merry xmas. Hopefully there will be as many hits and misses in 2023 as in 2022. Thats what makes investing interesting after all (of course in total, we want to have more hits than misses, monetarily speaking :) )

Expand full comment

We found your work this year and benefited from your insights. Thank you!

Expand full comment

Thank you David for the valuable sharing that you have shared with us all this year. I also wish you a Merry Christmas.

Expand full comment

Thanks for all the great insights and commentaries!

Expand full comment