Which stocks are you actively tracking for your personal portfolio?

Buckle up for a Q&A marathon! And thanks to everyone who submitted questions this week.

Content has been light due to travel but rest assured that the mind is churning at top speed ;)

[mangalpal]

Baba, naspers, alphabet, facebook and sunteck....first four are inspired by your channel..thanks a lot!!

[ccnbutter]

Glad you are back :) I have been thinking about VIQ for the past few weeks and bought today after watching Frank's video and reading the VIC writeup. I do have some reservations, such as the company is betting on the "First Draft" software product to propel them forward. I can see this not going according to plan but I think even if they face some setbacks, they can fix any issues quickly. We'll see.

[JackDuffley]

All Brad is missing in this video is the glow and crackling from a campfire

[heals]

Love the Q&As....great questions great answers. I learn so much.

[romansties]

Brad: Im Bruce from Montreal. I mentioned CSU during your last punch card livestream. In the vein of compounder hunting who is better than Mark Leonard of CSU. Look at that track record. That ROIC. My current valuation hovers just below fair value. The latest VIC write up predicts a very generous IRR going forward. What am I missing here?

[dexterhatchet]

love to hear more about all your tracking list stocks!

[WISERandHAPPIER]

A great time to sell PUT options against Alibaba if you are buying in around this price. Cranking my cash flow.

[webentwicklungmitrobinspan]

nice answere, thank you. i also liked what you said at 15:00 about checking your own ego

[joseellenberger]

Who is "tdy" capital allocator. For what stand TDY. Tks in advance for the feedback. Kind regards

[andrewkim]

hey Brad, good to see you back with a video :") I just wanted to bring to your attention that another youtuber may be borderline reusing your content, hes got a lot bigger channel(around 100k), ik monish and srg stuff are talked a lot between your friends but now nick sleep? its like right after your vid pops out, he creates something so similar, just wanted to let ya know cuz u seem to put in a lot work, cheers