S Tier to D Tier
Very cool to see your highest convictions all played out (buy the best companies with long term supply tailwinds in the most hated sectors). Love reading your stuff Sandro! I really like the depth of analysis on your highest conviction picks.
Thank you.
The real job now is finding the next AutoZone. :)
Very cool to see your highest convictions all played out (buy the best companies with long term supply tailwinds in the most hated sectors). Love reading your stuff Sandro! I really like the depth of analysis on your highest conviction picks.
Thank you.
The real job now is finding the next AutoZone. :)