I'm also very grateful for the 2018 Active Value Portfolio post, always interesting to see what others are buying/holding. Completely understand not discussing the holdings very daily/weekly, but perhaps reviewing on a quarterly/bi-annual basis. Also what I find interesting is when companies that are brought in that aren't in that 'A' category and the reasoning/logic behind it. I find that this continues and stretches my learning process.
I'm also very grateful for the 2018 Active Value Portfolio post, always interesting to see what others are buying/holding. Completely understand not discussing the holdings very daily/weekly, but perhaps reviewing on a quarterly/bi-annual basis. Also what I find interesting is when companies that are brought in that aren't in that 'A' category and the reasoning/logic behind it. I find that this continues and stretches my learning process.