Pimp my Portfolio, two investor letters & what do UGG and Hoka have in common?

Equity Mates Investing Podcast · Mar 3, 2024 · 35m

A big episode to start the week here at Equity Mates. We:

Hear Bryce pitch a stock

Are joined by Maddy for Pimp my Portfolio

Unpack the lessons from 2 investor letters

Links mentioned:

2024 Community Survey

Rowan Street Capital Letter

Ace River Capital Letter

Reddit r/SecurityAnalysis

Podcast episode with Yaron Naymark on RCI Hospitality

Facebook Discussion Group

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