18 Comments

great take, thank you!

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They all seem as enjoyable reads, thank you for sharing Conor.

I was planning on writing a specific article regarding diversification and I believe I'll find the one you shared extremely valuable.

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"Deep Sail Capital believes it falls down to four pillars; a high-quality business model, outstanding management, substantial long-term growth prospects, and a reasonable valuation." 👌👌👌 Spot on!

Thanks for the mention Conor and best of luck on the YouTube channel.

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Jan 8Liked by Conor Mac

Some great material in here! Love the idea of simplifying the investment process down to a few core pillars. And thanks for the mention 👍

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Moving market talk to the same week as my BWM, bold move sir. Now no one will read my stuff 😭 jk jk

Also appreciate the mention 🙏

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Excellent recommendation. Thank you!

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Jan 8Liked by Conor Mac

All the best for YouTube Journey

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Thanks for the mention!

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An hour of focused work on your portfolio per day (researching ideas, not idea generation) would probably put you on even footing with most professional portfolio managers who also spend time on business development, serving existing clients, and compliance obligations. It’s also probably a lot harder than it sounds. But I’ve seen fortunes made by people who spend a lot less time on their portfolio.

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