Presented pretty much without comment this time around is my updated interest list. Comments on the additions and deletions will arrive tomorrow.
I have removed all of the tedious efforts to provide some color on performance intra-quarter; to the extent those are mentioned, I will confine them to my quarterly Recap note.
I mentioned last time that I thought I was getting bogged down in the weeds trying to figure out how to present the numbers or if people even cared about the numbers, but have come to believe folks are typically more interested in individual names where there may be some interest so I will focus more on that metric.
This list marks the beginning of both adding and removing names should the ideas sufficiently work within the time period. I am both adding and removing a couple of names on today’s list.
For a longer explanation of terms, please refer to the Q1 2024 interest list which explained the terminology in more detail.