A quick substack post on my portfolio performance, changes, and what I’m focusing on going forward. (Free for all)


[https://www.marginofsafetyinvesting.com/p/q2-2022-portfolio-update?r=f01ii&s=w&utm_campaign=post&utm_medium=web&utm_source=direct](https://www.marginofsafetyinvesting.com/p/q2-2022-portfolio-update?r=f01ii&s=w&utm_campaign=post&utm_medium=web&utm_source=direct)

https://www.marginofsafetyinvesting.com/p/q2-2022-portfolio-update?r=f01ii&s=w&utm_campaign=post&utm_medium=web&utm_source=direct