Contrarian Investor Media's avatar
$88.3m follower assets
Here you go. This is all you really need to know about my portfolio today lol
post media
.Yegor's avatar
Not very contrarian positions 🙊
Eric Pelnik's avatar
Shots fired! jk jk compared to high growth tech though...
.Yegor's avatar
@eric I’m just jealous that I wasn’t able to buy those names at good price and / or keep them in my portfolio . All of those are great businesses
Contrarian Investor Media's avatar
Correct. But the entry points were pretty contrarian at the time.
Contrarian Investor Media's avatar
A lot of that was luck. I originally bought most of these in Q4 2018. Then I added some during Covid and every other time there were dips. I wasn’t trying to time stuff. I just figured it was a good opportunity to acquire these businesses, which I planned to hold for the long term.

actually CLX was a more recent purchase and that one is under water

and CC was my best move by far but also lucky. Bought in for around $4 or $5 in 2016. Have been selling some on the way up but also buying the dips.
Eric Pelnik's avatar
Costco's NPS score 😍

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