As I have mentioned previously, I am going to use this blog to track investments that I make.
The first two investments I made on Tuesday are:
- A full position (10% of my portfolio) in Sears at a share price of US$92.34.
- A full position in American Express at US$40.63 a share.
I plan to post my investment thesis, along with what I believe each company’s intrinsic value is in the next week or so.