No. of Recommendations: 0
I like it as well! However, am I missing the whole point in calling it a "messed up expectations"? I thought you were choosing stocks that you thought the market had all wrong or you saw great value where the majority of the market wasn't looking, no? Mobileye is pretty much in the eye of the stock market storm isn't it?
Please explain to me exactly what is the purpose of the Messed Up Expectations portfolio if you don't mind? I'm kind of late to the game I guess.

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