Thank you Shaun (@Solvetheriddle) for a fantastic presentation this morning. It’s great to get your insights into how you invest and why, and also a dive into some of companies you like. I hold most of those growth companies on your list that are in the red, and not enough of the ones in the green! I like the balance of your portfolio. Your weighted average ROE across your portfolio must look decent. Have you ever worked it out?
Cheers,
Rick