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WMK Investment Partners Q3 2021 Portfolio Review
Partners in WMK’s Strategic Opportunities portfolio own a piece of a number of high-quality enterprises. While you will see multiple “tickers” on your brokerage statement, ...
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WMK Investment Partners Q2 2021 Portfolio Review
Partners in WMKI’s Strategic Opportunities equity strategy continue to own a small piece of several high-quality businesses. You can take comfort knowing that our businesses ...
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The Compounder That Never Was
On December 1st, 2020, a “little” company called Slack signed a definitive agreement to be purchased by the CRM behemoth Salesforce for $27.7B. The transaction ...
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WMK Investment Partners Q1 2021 Portfolio Review
Partners in WMKI’s Strategic Opportunities portfolio currently own 19 high quality businesses. A few facts about the portfolio: ~33% of the portfolio is in companies ...
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