What I own

Every company I own shares in — including ones I’ve never valued here, and ones I’ve sold.

This is a list of positions, not a performance record. There is no total, no benchmark and no annual return, because I’m not selling performance — I’m showing you what I hold so you can judge whether my opinion about a company is disinterested.

Returns are updated by hand and each row says when it was last updated. Anything marked with an older date is stale, and you should treat it that way.

Nothing listed yet.