MR SHITBAGGER'S PERSONAL MARKET MAP

THE PORTFOLIO.

Cold stocks. Catalysts in the pipeline. Ideas across the themes I follow. Here's what's in the bag — click a ticker to explore the company or fund on Yahoo Finance.

THE BAG IS A WORK IN PROGRESS ✦ THESIS FIRST ✦ RESPECT THE GAME ✦ DON'T MARRY THE TICKER ✦
THE POSITIONS / THE THEMES

WHAT'S IN THE BAG?

The stocks and funds from my portfolio overview, organised by the ideas behind them. It's a starting point for your own research, not a signal to buy or sell.

—Stock & fund entries
—Investing themes + cash
YAHOO ↗Research links, not live prices
OPEN THE FILES / CHASE THE THESIS
Before you dive in

This is a personal portfolio snapshot supplied by @mrshitbagger, not a live brokerage feed. Holdings can change without notice. Position sizes, cost prices and returns are intentionally not shown. Yahoo Finance links open independently in a new tab.

Some labels on the supplied graphic do not identify a unique exchange-listed security or share class. Those entries are marked ticker to confirm and provide a Yahoo Finance search link instead of a guessed stock quote. Content is for information and education only, not financial advice or a recommendation.

THE THESIS ALWAYS COMES FIRST

DO YOUR OWN
HOMEWORK.

JOIN THE CONVERSATION ↗