Portfolio +28.9% YTD, 2.4x the market, plus how a simple “5 Whys” routine improves stock selection, sell discipline, and conviction from the shop floor to the portfolio.
Your analysis on CLS is fantastic. It was insightful to learn about your views on the company as it gradually compounded to become one of the fastest growing Canadian companies benefitting from the current AI capex.
Your analysis on CLS is fantastic. It was insightful to learn about your views on the company as it gradually compounded to become one of the fastest growing Canadian companies benefitting from the current AI capex.