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Fallacy Alarm

Fallacy Alarm
High Conviction Concentrated Growth Investing
Fallacy Alarm

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Equity Bottom-Up

Top Sectors

Information Technology
33%
Financials
33%
Health Care
17%
Consumer Discretionary
17%

Top Verticals

Equity Bottom-Up
92%
Crypto
8%

Top Entities

Tesla
3
Meta
3
New York Community Bank
1
Winnebago Industries
1
Unitedhealth Group
1
Bitcoin
1
iShares 20+ Year Treasury Bond ETF
1
Carvana
1
Energy Select Sector SPDR Fund
1
EssilorLuxottica
1

Top Countries

United States
100%
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