TLT news and commentary, page-12

Hey mate happy to share my approach although I’m not sure if here is the right place.

My brain is a little fried today but I’ll try put some notes to paper tomorrow and post them here or somewhere else and tag you.

In short though I start with a macro view and try and identify big trends (eg renewables, more widespread adoption of plant based foods etc) and then drill down into those sectors to find the best companies in each. More to come...