An update on my Alpha Fund Portfolio holdings
The fact of the matter is, when you want to invest in truly innovative and industry-disruptive technology, you will most likely be drawn to companies with valuations that don’t necessarily fundamental sense. Instead, we invest to change the world.
Conspicuous spending is defined as the purchase of goods and services primarily for showcasing one’s status and economic wealth to society. It is a display of power.
See my two-page equity investment memo on Walmart (WMT).
Climate change has finally become trendy.