Initiations (Long-Term Holdings)

Whenever we initiate a longer-term position (1-3+ year time horizon) in our portfolio, we author a report on the equity name. From that point forward, once the stock enters our “coverage universe,” we consider ourselves knowledgeable investors on it. Below you’ll find these reports listed below with links. We continue to own all the stocks that are listed below.

- eBay (EBAY)
- Games Workshop (GAW)
- Basic Fit (BFIT)
- Sky Harbour (SKYH)
- Gildan Activewear (GIL)
- Watches of Switzerland (WOSG)