Value investing log, today's topics:
Growth stocks massive meltdown
Microsoft buying Activision Blizzard
Microsoft gaming strategy
Join me for another value investing log, where I talk about the important stuff happening in regards to my portfolio management in the last two weeks.
I try to build a highly concentrated value portfolio modeled after Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and more.
The Microsoft strategy article: https://www.the-investing-desk.com/mi...
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