Stocks: The Good, The Bad and The Ugly
Introducing Beat the Bench's Concentrated Equity Buy List
Good morning,
Welcome to the very first edition of Stocks: The Good, The Bad, and The Ugly with the addition of Beat the Bench’s Concentrated Equity Buy List. If you missed the announcement and Primer for this list, you can view it HERE.
Below are the stocks for the month of January 2023. The next equity report to take on this format will be on February 2, at which point every stock will be reaffirmed, or sold and replaced in the portfolio. A buy thesis as well as risk management thoughts are provided for each pick on the list.
So, without further ado:
