How to Be a Successful Car Tracker

We're fairly, our portfolio were very concentrated, but we're also fairly active under the surface and some of the smaller positions. We have one investment in Australia that's been pretty good legacy position since 2019 late 2019. And so, you know, to give you an idea, I mean, we own like six, seven companies in the portfolio. Last year, we added eight took out eight last year. It's, there's like core that don't move. And then correct. A lot of churn under the. Yeah. Trying to find the next, the next batch of veterans, basically, that can earn the right to being paid more. You want to look at it that way

Transcript

Play full episode

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app