Ordinarily here in the House’s View, we will keep a summary of my current view on the overall market climate, but given that it was covered at the bottom of the Anatomy of a Multi-bagger post today, I’ll take this opportunity to describe the “ranking” system that we are rolling out. I rank companies relative to my overall view towards them in terms of my sentiment and portfolio positioning.
Rankings go from one to six “pie pieces”, with the gold piece reserved for companies that I view as having exceptional quality and/or the potential for multi-bagger type upside.
Check back here for updated views from time to time.
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