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SMTV Portfolio Office Hours - June 26, 2026

Every Friday morning, I hold OFFICE HOURS for members of the SMTV Portfolio. 

This is a chance for me to give you an update on what I'm doing, trades I'm making, and answer questions directly from you. 

In this week's video I did some much-needed portfolio cleanup. During the video I exited the COIN and TECK trades, and opened four new positions—CAKE, KYMR, TWST and SPHR. 

As always, if you have any questions, please reach out to me directly: [email protected]

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