2022 Portfolio: Moonshots
Detailing my holdings and investment thesis for the "moonshot" companies inside of my 2022 portfolio.
Last but not least!
Rounding out the 4 part mini-series with this final segment — detailing the Moonshot holdings in my 2022 portfolio. In case you missed Part 2 of the Mid-Caps, I’ve linked it out below.
The name of the game, as the legendary Warren Buffet explains below, is free cash flow (FCF) per share. We want to identify which companies will produc…