Portfolio
DocGo $DCGO Paid Members Public
DocGo $DCGO has earned another look after the recent share decline. Our estimates suggest a good deal of upside and an undervalued situation. This post goes through our initial case and cut at the numbers for Q4 and 2023.
Portfolio Update February 2022 Paid Members Public
We published a short post on "Red Nation Ideas" today. It's also an opportune time to make some changes in our SPACvest portfolio which is now also a "real money" portfolio since valuations are back in my wheelhouse.
