Steve Wagner | Invest

Steve Wagner | Invest

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Steve Wagner | Invest
Steve Wagner | Invest
Portfolio News & Update #2
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Portfolio News & Update #2

Position Round-Up, Conviction Ratings, & Weekly Activity

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Steve Wagner
Apr 03, 2023
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Steve Wagner | Invest
Steve Wagner | Invest
Portfolio News & Update #2
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Welcome to all the new members that joined Steve Wagner | Invest this past week! This a growing community of like-minded long-term investors. For new visitors, sign-up below to receive new posts & support my work, consider becoming a FREE or paid subscriber.

Position Updates & News

This week, I’m going to take the time to give an update and news on my positions in my portfolio. I’m going to start releasing one of these at the end of every quarter, I believe this will be beneficial for many long-term investors and give a deeper level of transparency. If you have been following me since I first started on here, you know what kind of investor I am and where I’m allocating my capital on a bi-weekly basis. I would advise referring to my publications My Investment Strategy & Portfolio Update, it will give you more color on my entire portfolio, how I invest, what I’m looking for, and what my long-term financial plans/goals are. I released my first portfolio update last month to give everyone a thorough look at what I hold, not much change has happened to position sizing but there has been significant news with many. I will start with the smallest weighted positions in my portfolio and work my way up to my largest positions that have had notable moves with the underlying business. So, let’s dive into this sucker…

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