Tons of work still to be done, but making some progress towards feeling very comfortable.

Only new position in the past 3 months has been Brookfield Corp $BN. Had been analyzing the company for almost a year, and price action post spin gave a good opportunity.

Added to $GOOGL, $NTDOY and $BABA. No sells, although I keep watching $INTC like a hawk. Such is the nature of turnarounds.

Closely watching $MELI. It's getting to a price where I'm considering significantly increasing the position.

The following companies are also on my investable universe, but still waiting for the right price.

Couldn't be more excited for what's to come in 2023. Here's to lower prices for longer! Happy New Year!