Live Q4 Review: What We Own, What We Like, & What’s Next
[Live Link Inside]
We’re pulling back the curtain.
We are going live for a raw, unfiltered look at exactly where we stand. This will be a deep dive into the real numbers and the strategy behind them. We are opening up the portfolio to show you what is actually working, what isn’t, and where the biggest opportunities lie.
On the Agenda:
Live Portfolio Audit. A transparent evaluation of our current holdings.
The Good & The Bad. A candid discussion on what we like (and dislike) right now about our companies.
Catalysts. The key events we are watching closely.
2026 Roadmap. Our vision for the year ahead covers both new content and our research focus.
Open Q&A. Ask us anything.
Equity Focus 2025 Q4 Review and Q&A
When: Friday, January 9 · 2:00 pm CET / 8:00 am ET