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Portfolio changes
Today I sold out of $AZO - expensive end of its historic valuation thus lower impact of buybacks. Also better opportunities these days.

Trimmed $V - probably will do fine but again, there are better opportunities.

With proceeds, bought more $OTCM $BN and added new position in $BAM. All with strong management, good future fundamental growth and brookfield getting beaten up with association with financials and real estate.

Joshua Simka's avatar
Joshua Simka
@tomatoMarch 17
Nice, I'm betting you did well on $AZO. Up 25% over the past year.

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