AGX - My Value Investing Portfolio First Update
After writing my first three articles, on Conrad Industries and Friedman Industries, I’ve been wondering what stock I wanted to discuss next. I favor writing about a stocks I own. However, most of them have already been discussed extensively and satisfactory on SA. I therefore plan to update you every quarter on my value portfolio as a whole. With this approach I can give readers insight in how my holdings are (under)performing. It also gives me a chance to discuss with the readers why I own certain stocks without writing a full article on them.