Jan. 21 at 12:44 PM
$COLD some of these companies just don’t translate into public equities. People dont care. There is no momentum, there is no news. Americold and
$LINE have been undisputed disasters of an investment. Even the almighty
$PLD has been a waste of time over the last 5 years while the broader S&P has ripped.
While you absolutely have to know what you own - you don’t necessarily have to own what you know.