8% Value Activist

8% Value Activist

Portfolio

Portfolio Update #1

Inaugural post with nine positions

8percentpa's avatar
8percentpa
Jun 18, 2023
∙ Paid

This portfolio was incepted at the start of 2023 and we have 6 months of track record currently. Google worked out really well while it is still early days for many other names.

Other previously discussed stocks and ideas include Pepsico, Roche, SG T-bills, Singapore Stock Exchange, Warner Bros Discovery and Vicom (vehicle inspection giant in Singapore).

The details with actual dollar amounts will be shared to subscribers only.

User's avatar

Continue reading this post for free, courtesy of 8percentpa.

Or purchase a paid subscription.
© 2026 8percentpa.substack.com · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture