Vision | Courage | Patience
Great news! The Tuttle Ventures community is growing with over 276,600 impressions just on twitter alone!
I appreciate all those that support the important work we are doing.
Let’s visit how the Tuttle Ventures Fundamental Portfolio has performed so far:
Disclosures here.
Positive Contributors:
The Mosiac Company, $MOS, the largest US producer of potash and phosphate fertilizer is up another 9% just on Friday’s close alone, for those keeping track, that’s up 23% YTD, due to the structural imbalance in commodities I wrote about a month ago.
Negative Contributors:
Smith & Wesson Brands, $SWBI, is down -6% YTD. In our opinion $SWBI, is a prime private acquisition target. Remember this company holds no long or short term debt. The size, balance sheet, and operating performance is of such value it’s impossible to ignore as a private takeover. Read our original thesis here.
We continue to serve our clients with a unique fundamental value portfolio of strong value companies in public equities.
You get peace of mind knowing we invest so you can do the rest.
New Private Investment Opportunity:
One of my good friends from my high school sold a company to Yahoo! for $250 million dollars.
His latest hobby project is simply a revolutionary way to send files electronically.
Wormhole is a secure end-to-end encrypted portal which shares up to 10Gs via a browser link that automatically expires without using any cloud storage providers.
No signup required, safe, fast.
I’ll be taking indications of interest over the next couple of weeks.
You can read more for yourself here.
Final Word
I had the opportunity to sit down with Liam Leonard from The Prosperity Perspective. I got to share what its like for successful business owners once their businesses take off and share the top 5 things I wish someone told me before I started investing.
Click on the link to tune in!
Thank you for reading and I am grateful and humbled to be able to learn, grow and invest alongside you at Tuttle Ventures.
Don’t forget to follow Tuttle Ventures on Twitter, LinkedIn or Instagram.
Check out the website or some other work here.
Best,
Darin Tuttle, CFA
Founder & CIO
Tuttle Ventures, LLC