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Positioning for 2023: Part 5 - Q3 earnings wrap-up: Updated Beachman scores, new leaders and fallen heroes

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Portfolio

Positioning for 2023: Part 5 - Q3 earnings wrap-up: Updated Beachman scores, new leaders and fallen heroes

Portfolio: Separating the good, the bad and the ugly

Dec 29, 2022
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Positioning for 2023: Part 5 - Q3 earnings wrap-up: Updated Beachman scores, new leaders and fallen heroes

beachman.substack.com

Today, let's take stock of how the companies on my watchlist have fared.

I described my scoring process in more detail in a Sept 2022 post here. Since mid last year, I have been using this methodolo…

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