“it can be argued that every sale is a confession of error”
Thomas Phelps
Participations
Reysas Logistics
Yatra Online, Inc.
Edelweiss Financial Services
Alpha Metallurgical Resources
Kaspi
* Current holdings are subject to change and do not constitute a recommendation to buy or sell any specific security.
“I’m no good at exits. I don’t like even looking for exits. I’m looking for holds”
Charlie Munger