Not much.

By visiting Recent Additions you will be able to see our three most recent investments. By checking our Track Record you will be able to see when we delete a name from our portfolio. In this way, to some extent, you can take advantage of our work for free.

You are welcome to visit anytime.

Please note updates to this website are not always posted
in a timely fashion. Also deletions posted to Track Record may reflect partial deletions.

"This guy is an amazing stock picker" - Matt Schifrin, Forbes