November '24 Stock Pick
Averaging up after continued execution with a CEO that has outsider tendencies.
I am trying to get better at buying more of companies that have continued to execute. Most of the time this means I have to pay more for shares than I was anchored to, another inner battle.
This idea is embodied in my November pick, I already own it, it’s gone higher, and I am going to put some more chips on the table.
Of course, here is the table for my picks up until this month.
Like always, I make these picks with a long-term time horizon and each of them is not a big position in the portfolio so take them with a grain of salt and keep this in mind when reading ahead.
Here is my pick for November
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