PAYS - Fishtown Capital Q1 Holdings Update
- Entering 2022, I was bullish on energy and cautious on technology, and still am.
- I was less bullish entering 2022 than I was in 2021, and even less bullish now.
- Cenovus is my largest position still and has been a big winner in 2022. I still believe it can double in the next 18 months.
- Right now, cash is king. I haven't held this much cash since 2008. I'll be waiting patiently for either the market to move significantly lower or special situations to develop, before putting it to work. It losing purchasing power doesn't concern me.
For further details see:
Fishtown Capital Q1 Holdings Update