Been holding since Q122
FED tightening and supply side issues, ESG, huge run up,
Don't particularly want to sell, thesis was to hold for atleast 2-3 years. I didnt expect a 200% increase in several months + dividends.
Buybacks coming in.
taking the coffee can approach here..
FED tightening and supply side issues, ESG, huge run up,
Don't particularly want to sell, thesis was to hold for atleast 2-3 years. I didnt expect a 200% increase in several months + dividends.
Buybacks coming in.
taking the coffee can approach here..