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Infinite Fund's avatar

Love the investor letters for your parents 🙂 I do similar for a few friends and family through Etoro. Have you ever considered re-creating this portfolio on Etoro where other investors can "copy" you (invest with you) and you can grow AUM and earn income?

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William's avatar

Nice write up - thanks for sharing. Not sure I understand the Brockhaus investment rationale, seems like you are hoping the team “wakes up” from its slumber and starts acquiring again. Seems strange that it is not executing on it’s core value driver. Position sizing is a very interesting topic. Given Zalaris’ characteristics, were you tempted to have a higher allocation? Thanks again for sharing this.

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