March stock market outlook
An update on my Alpha Fund Portfolio holdings
The fact of the matter is, when you want to invest in truly innovative and industry-disruptive technology, you will most likely be drawn to companies with valuations that don’t necessarily fundamental sense. Instead, we invest to change the world.
See my two-page equity investment memo on Walmart (WMT).
Formerly a Portuguese colony, Macau is now one of the richest regions in the world.