12.01.2021 Portfolio Update (Monthly Edition) 1 Year Anniversary on Substack

Topics for this Week: 1Y Looking Back Letter, P&L Snapshots Monthly, Portfolio Update, Portfolio Discussion, Tech Watch-list W/ Commentary From Other Investors, and Monthly Munches

I would like starting with a quote that “speaks to me”…

“Nothing in the world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent.…