A short and sweet update on performance for the quarter and year to date. Not a lot of changes to the portfolio overall and returns flat for the quarter and down close to the market for the year. A few new ideas I’m researching (both big and small). 

[https://www.marginofsafetyinvesting.com/p/q3-2022-portfolio-update?r=f01ii&utm_campaign=post&utm_medium=web&utm_source=direct](https://www.marginofsafetyinvesting.com/p/q3-2022-portfolio-update?r=f01ii&utm_campaign=post&utm_medium=web&utm_source=direct)

https://www.marginofsafetyinvesting.com/p/q3-2022-portfolio-update?r=f01ii&utm_campaign=post&utm_medium=web&utm_source=direct