MAY 29 update
Market news and events impacting portfolio positions
“The stock price is a fickle mistress. Its ups and downs depend as much on the whims of the moment as on the actual performance of the company” - Charles Handy, “The Elephant and the Flea”.
We witness that every single day. So, our job is to separate the wheat from the chaff, don’t panic about market noise, and to make a profit by knowing what we own.
In focus: DXYZ, IMRX, ZIM.
