Gabriel Kaplan's avatar
$45.7m follower assets
How can you create an optimal portfolio if your screening universe isn't global?

The way we go about finding investment opportunities matters.
Ideally, you have designed a system that starts with the broadest set of investments available.

What you do afterward will largely determine your performance in the coming years.

If you are only reviewing SaaS stocks, then you are implicitly making a bet on equities within the tech sector.
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