8 Comments
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YZ's avatar

Good job man! Congrats on 2K+

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YoungHamilton's avatar

Thanks Zaye!

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Chamath Papilla's avatar

Not sure if it is relevant, but I follow your blog from RSS, so maybe you should add these followers as subscribers :). Keep the good work!

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YoungHamilton's avatar

Thanks Chamath. Not sure entirely how RSS counts vs. subscribing directly, but I'm happy that you're following AGB.

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D.C. Demetre's avatar

Keep up the nice work, and congrats on one year of smart analysis. I would be interested in the live portfolio idea. I guess you would track performance from the date the company analysis was published then?

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YoungHamilton's avatar

That's kind of what I had in mind. Simple, equal weighted portfolio comprised of names that are added on the date of the write-ups. Then maybe get to a certain number and rotate names out depending on holding period. Let me know if you have any suggestions to portfolio construction/management. It would be an interesting exercise. Thanks. And if you know of any platforms that make it easy for external parties to track.

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Liberty's avatar

Congrats, you're doing an amazing job, happy to see your success! 💚 🥃

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YoungHamilton's avatar

Thanks Liberty! You've been a huge help. Appreciate you.

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