Portfolio Snapshot before Q4 2023 Earnings
My thoughts on each model portfolio holding heading into Q4 earnings
With Q4 2023 earnings set to kick off next week in earnest, letβs take a quick look at each holding within the Hidden Rock Capital Model Portfolio.
For ease of digesting the content, I will also designate the following symbols to summarize my thinking on the stock:
π More bullish on name vs. in 2023
π Less bullish on name vs. in 2023
β‘οΈ Similar level of bullishness as before