Florian's Portfolio Update going into 2025

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2024 was a mixed year. We had some disappointments, and I got a lot wrong, but there were also a number of tremendous winners and opportunities. Personally, I am not at all satisfied with how I performed due to a mix of unforced errors, bad luck, wrong timing etc (even though many picks were really good). But in this post, I am rather going to look forward and talk about my current positioning and favourites. For that please also review my two previous posts Key Updates on Florian's Names and Key Updates on Florian's Names continued, which both still very much apply.

Let me know in the comments if you are interested in a more detailed review of 2024.