Honestly critiquing the misses in one's portfolio can be unpleasant and difficult while still being an enlightening and worthy effort. On the other hand, understanding why you got it right when you get it right can be valuable too.
I spent most of August 2017 grappling with determining a fair entry point on McGrath RentCorp (MGRC) for my investment club. The company is a business-to-business rental equipment provider. It operates in three segments - Mobile Modular & Portable Storage, TRS-Ren Telco and Adler Tank Rentals. Mobile Modular & Portable Storage provides temporary office