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The Cemetery of Shitty Stocks: 2019 Edition

I made a few changes since last year, but it’s more or less the same thesis: find shitty stocks with great upside potential. The key is to buy them cheap (preferably below book value). Out are AmBev, Comex, Snap, and Nomura. New entrants include Telefonica and Gopro. I’m still holding on to Santander, Cameco, and Bombardier.

2018
1. AmBev (ABEV)
2. Bombardier (BDRBF)
3. Cameco (CCJ)
4. Cemex (CX)
5. Santander (SAN)
6. Snap (SNAP)
7. Nomura (NMR)

2019
1. Bombardier (BDRBF)
2. Cameco (CCJ)
3. GoPro (GPRO)
4. Santander (SAN)
5. Telefonia (TEF)

Note: CCJ, SAN, and TEF are long term bets.

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