2023 Recapped

Looking back at the year

This is something informal and more so for the sake of posterity.

Here is a list of companies I did deep dives on/worked on extensively during the year.

H1 2023:

• General Dynamics Corp (NYSE: GD)

• Showa Paxxs Corp (TYO: 3954)

• Tsutsumi Jewelry Co Ltd (TYO: 7937)

• RenaissanceRe Holdings Ltd (NYSE: RNR)

• Rafael Holdings Inc (NYSE: RFL)

H2 2023:

• MTY Food Group Inc (TSE: MTY)

• Surgepays Inc (NASDAQ: SURG)

• Vaxxinity Inc (NASDAQ: VAXX) - Short

• Medistim ASA (LON: 0OCD)

• Sabre Insurance Group Plc (LON: SBRE)

• Ocean Wilson Holdings Ltd (LON: OCN)

• Live Nation Entertainment Inc (NYSE: LYV)

• Monarch Cement Co (OTCMKTS: MCEM)

• DRA Global Ltd (ASX: DRA)

• Burford Capital Limited (LON: BUR)

• Airtel Africa Plc (LON: AAF)

• Tiptree Inc (NASDAQ: TIPT)

• American Coastal Insurance Corp (NASDAQ: ACIC)

The following companies are ones I hope to spend a lot more time looking at in the new year:

• Tiptree Inc (NASDAQ: TIPT)

• DRA Global (ASX: DRA)

• Hagerty Inc (NYSE: HGTY)

• Medical Facilities Corporation (TSE: DR)

• Plus500 Ltd (LON: PLUS)

As always, I am extremely grateful for all the opportunities I was given this year. I look forward to what 2024 holds and hope I can capitalize on opportunities that present themself.