2022 Portfolio: Mid-Caps Part 1
Detailing my holdings and investment thesis for the "mid-cap" companies inside of my 2022 portfolio.
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Run it back!
This is Part 2 of 4 in a mini-series that explains the structure of my 2022 portfolio. In case you missed the Mega-Cap holdings, I’ve linked out the post below - give it a glance if you haven’t already.
In the post, I touch on a variety of themes that impact my investing theses. Among these are secular growth trends, inflationary pressures,…