Interest List Update
Q1 2024 updated interest list
Below you will find an updated version of my interest list. The prices I use for each security should be the closing prices on each of their respective dates, the only exception being a stock that was introduced during market hours (JL being the lone exception I believe) in which case I used the approximate price when I first sent out the spiel during the trading day (I no longer have time & sales on my system, so it’s just an approximation). In JL’s case, the stock traded a good $10 higher after I introduced the idea, so I am certainly not attempting to “top tick” that move in order to slightly juice my results.
The list is divided into 2 primary sections: the first section of 17 older names continuing on my list along with the 11 new additions (in BOLD), and the second section for the 7 older names that are being removed and I will no longer be officially following.
After the list, I will explain a bit more regarding the performance measures I am using, which may or may not be of interest to you, but I’ve been trying to keep track of my idea’s performance as a way to measure the value I am hopefully adding for people.
I have expanded the size of the spreadsheet in the Substack app, so if the numbers look a bit crunched in the email, just log into your Substack account for a better and less eye-straining view.