5 Comments
User's avatar
Franek Krajewski's avatar

Don’t you think you have to many positions?

Leeder Capital's avatar

I do have too many positions at the lower end of the portfolio

Franek Krajewski's avatar

Agree, so what stocks from the lower end of your portfolio would you like to buy the most right now. I see we are looking for similar factors in our investments and I always like to analyse what other investors are liking right now. (I own Crox)

Leeder Capital's avatar

Great question! I do like Crocs but it couldn’t be a large position due to the elevated risk profile. Judges Scientific is the most likely stock that I would add to

Franek Krajewski's avatar

What are the biggest risks You see in investment in Crocs?