Please before diving in, read this disclaimer.
Welcome to the FCC Weekly Data Wrap Up
Every Sunday, I track what actually changed across our portfolio and what it does to each company’s Future Cognitive Capital score. One real signal can move a thesis. Most “news” is noise. My job here is to separate the two, then update the scoreboard.
To understand how we think:
Since added to the portfolio, here are our performances:
Company #1: +64.97% (from +51.07% last week) ▲
Company #2: +47.31% (from +42.10% last week) ▲
Company #3: +120.25% (from +116.85% last week) ▲
Company #4: +135.85% (from +125.94% last week) ▲
Company #5: -1.60% (from -5.99% last week) — still need time. ▲
Company #6: + 18.43% (from +13.10% last week) ▲
Company #7: +11.23% (from -0.79% last week). ▲
Performance of the portfolio: +396.15% since January 2024.
Let data compound and money follow.