Why I Sold Shares in the taGMan Portfolio?
On January 24, I reallocated approximately 40% of the taGMan portfolio to cash by selling shares in each of the portfolio companies (Tesla, Apple, Google, Microsoft, Amazon, Nvidia, General Motors).
Jan 31, 2022
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4 min read
Structural analysis
of automotive disruption
What investor decks don’t cover.
And industry coverage doesn’t ask.