After weeks of news about volatile bond markets, stubborn inflation, interest rate hikes, falling house prices, and the AI regulatory divide, that heavy feeling of doom and gloom can be hard to shake.
But amidst all of this the world keeps showing us that success stories are still everywhere. Great companies are still thriving and investing in quality companies still works.
So, let's put the macro anxiety aside for a moment, take a collective breath and focus on what's working. In this episode of Buy Hold Sell, Matthew Nicholas of 1851 Capital and Nick Sladen of LSN Capital Partners reveal their best performers over the last year, recent hot additions to the portfolio and the long standing small caps in their portfolios that continue to deliver.
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