💼 THP Feb Interim Update: Bold Moves
We Couldn’t Keep This to Ourselves
Welcome back dear fellow 🧙♂️ Hermits 👋
ICYMI:
💼 The Hermit Portfolio: January (previous) Update
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Briefing
📢 Special Edition Alert! 📢
Consider this an extraordinary edition of 💼 The Hermit Portfolio (THP)!
We’ve made a substantially larger-than-usual number of changes in the portfolio, and you deserve to be the first to know.
📰 This is a quick 5-minute update packed with valuable insights into our latest acquisitions. The February portfolio update will include a full thesis on each new holding.
Our regularly scheduled post will appear next Tuesday. It will feature an extended (30-40 min) deep dive into our thesis on Limes Schloss Kliniken ($LIK) 🏥. Expect a detailed analysis of the business model, competitive advantages, financials, valuation, and key catalysts driving future growth.
Please note that this portfolio faithfully reflects the author’s personal seven-figure investment portfolio.
This publication is confidential and intended solely for the use of the person or entity to whom it is given or sent. It may not be reproduced, distributed, or transmitted without the author's prior written consent. By accepting to receive the full post as a 🧙♂️ Hermit Premium member, the recipient agrees to be bound by the foregoing limitations.
None of the following should be construed as investment advice. Please consult a financial advisor before making any investment decision. You will find a full disclaimer at the end of this post.
