Very interesting! I like your portfolio. The poor performance of stocks like Starbucks en Lululemon aren’t helping your performance, but longer term they look excellent.
Starbucks and Lulu will be a pain in the ass for a while. I'n my thesis for both I expect a longer period of headwinds before it will perform how I expect it to perform. Quality businesses, just need some breathing room. We're in it for the long haul! :D
Very interesting! I like your portfolio. The poor performance of stocks like Starbucks en Lululemon aren’t helping your performance, but longer term they look excellent.
Starbucks and Lulu will be a pain in the ass for a while. I'n my thesis for both I expect a longer period of headwinds before it will perform how I expect it to perform. Quality businesses, just need some breathing room. We're in it for the long haul! :D
Very much agree.