Catalysts, Technical Analyses, Artificial Intelligence

and what does all of the above have to do with our monthly portfolio review

Each new month brings a review of developments during the past month on each of our portfolio stocks. Part of the process is determining if our investment thesis is holding up for each respective stock and how our investment outlook has evolved. What are we learning?

Before taking a look at each portfolio stock, let’s take a brief look at catalysts, TA, …