Back on the newsletter grind with my first post of Q3: Sector Analysis. Crazy that this is my fifth edition!

7 groups looked at:
- Application Software
- Financial Services
- Industrials
- Infrastructure Software
- Internet
- Semiconductors
- Software
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* [https://t.co/KOyx253LQo](https://t.co/KOyx253LQo)

Q3 2022: Sector Analyis

New Substack Post: Q3 2022 Sector Analysis

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 