My portfolio 22


 

My Core Holdings

Google

Lassonde Industries

Linamar

CGI Group

Stella Jones

MTY FoodGroup

Couche Tard

Constellation Software

 

 

 

 

Restructuring my portfolio and changing investing style

I invest in about 10-15 companies. I see stocks as my employees and trust me I am their worst nightmare. 👿 I perform my rigorous screening process from tens of thousands applicants. I select only 30-40 employees to interview then I hire only 1 of the best at a time by paying him/her upfront payment. Once employees are hired, I pay them nothing. No pay, no benefit, no holiday… 😡 I infamously enforce 24/7 working hour policy. They cannot walk off and I only can fire them based on their performances. Strangely, 😯  they have been bringing in more and more money everyday to me and even bringing their friends to sign the employee contract for free!! I guess life is good 😀

 

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