Portfolio +12.0% YTD, 2.8x the market since inception. Plus POWL’s Q1 2026 recap, the $439M order surge and $1.6B backlog, what changed in my valuation and why I’m still holding.
Another detailed and thorough weekly. Very interesting insight on POWL. Thank you. So no sneak preview of the new position I see, not even a hint? :P
The February monthly pick is coming out closer to the end of the month, this month has been very intense :)
Another detailed and thorough weekly. Very interesting insight on POWL. Thank you. So no sneak preview of the new position I see, not even a hint? :P
The February monthly pick is coming out closer to the end of the month, this month has been very intense :)