Good News for You
Value Increase
Dear Lorenzo2cents Subscribers,
I’m opening up a big part of what used to be Paid-only content to all of you.
I want you to see in real time how I’m managing the capital, how the theses evolve, and the actual moves I make. No fluff — just numbers and reasoning.
Quick summary of what you get more:
Detailed thesis evolution: In-depth updates on followed companies like $LMND & $RKLB, including fair price valuations.
Allocation details: Portfolio movements, sizing rationale, and rebalancing notes.
Real-time alerts + discussions (on Telegram): Instant notifications on moves, plus comments and engagement in our subscriber-only space.
Access to the Business Ontology community on Telegram: Interact with me and with the members of the community.
The portfolio’s success is measured on a 5-year average basis with two key KPIs: compounding at a minimum of 30% YoY and beating the NASDAQ benchmark by 10%. Your access helps hold me accountable – let’s crush those targets together.
Real-Time Portfolio Access
Here’s the secure Google Sheets link: [L2C portfolio]
Once in, check the Trade Log for historical trades and Dashboard for live metrics. All updates are precise and near real-time (Alerts, such as buy/sell, will be shared on Telegram).
Best,
Lorenzo
Lorenzo2cents