The "Buy low, sell high" mentality is back in full swing as the market - and our portfolio - has now fully recovered from September's ~5% market pullback. All the while, we are seeing a good start to corporate earnings season, with strong results from the big banks.
In the next few weeks, we will be seeing earnings report from the majority of companies in our portfolio. 27 of them are reporting in the next 3 weeks, as you can see in the calendar below.
I expect most of our companies to do well. The only exception could be the companies in sectors that are particularly affected by the Covid situation as well as the ongoing supply chain disruptions. Either way, it will be interesting to see how things are evolving.
Have a great week,
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