More Ideas For 2024: Harris Kupperman's Position Review

"2023 was the year when you either owned MAG7 or you didn’t."

One of my favorite investors that I love reading and following, Harris Kupperman, has offered up his thoughts on what his next big bet could be.

Harris is the founder of Praetorian Capital, a hedge fund focused on using macro trends to guide stock selection.

Harris is one of my favorite follows and I find his opinions - especially on macro and commodities - to be extremely resourceful. I’m certain my readers will find the same. I was excited when he offered up his latest thoughts, published below (slightly edited for grammar, bold emphasis is QTR’s).

Please be sure to read both my and Harris’ disclaimers, located at the bottom of this post

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2023 Position Review: Harris Kupperman

It seems that everyone has a blog these days. Once a year, we must stop everything, tally up the scores and see who got it right. Besides, what’s the point of going through all this effort, if you cannot point to the scoreboard, and flaunt it a bit. With that preamble out of the way, let’s dive into the 2023 position review.