Episode 531: Expressing Our Heartfelt Gratitude, Working With Asset Choice Constraints, And Portfolio Reviews As Of August 7, 2026

In this episode we respond to emails from Thirsty Horse, Joanne, Matt and Alan. We share our gratitude for our listeners and reflect on how a listener community can become one of the most meaningful outcomes of a long-term investing project. We also provide an update on the Top of the T-Shirt fundraising campaign for the Father McKenna Center. Next we answer two portfolio design questions about…