Sizemore Investment Letter

Sizemore Investment Letter

Saying Goodbye to Seven Positions… and Hello to One

Charles Sizemore's avatar
Charles Sizemore
Aug 20, 2025
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We’re making major changes to our portfolio in today’s weekly update, so be sure you read all the way to the bottom.

I’m going to recommend we sell several positions that we’ve held for close to a year, including multiple triple digit winners.

But don’t pop the champagne just yet. I have a new “Buy” for you to add today as well.

It’s too early for me to sa…

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