The Wolf of Harcourt Street β’ 412 implied HN points β’ 01 Jan 24
- The portfolio review highlighted transactions such as selling Cloudflare and Shopify for tax planning.
- Evolution (EVVTY) was added to the portfolio due to its buyback program and attractive valuation.
- Performance showed Q4 at 17.8% vs S&P 11.4% and YTD at 34.3% vs S&P 24.1%.