- In my first viability article, I assessed the continued portfolio cases for the first 10-12 companies in my corporate portfolio. This is part two, and we'll look over the last.
- Certain companies will need to be sold, and some may have to be sold at this time to create the sort of portfolio we're looking for.
- Currently, it seems that we'll be reorganizing the portfolio with a hand grenade - albeit over time and not at once, given that many positions can be sold over time.
For further details see:
The Corporate Portfolio - Final Company Viability Assessment