I’ve been away for a break (again!) and just returned. There’s a famous Steve Jobs speech that he gave during a commencement ceremony at Stanford:

In his speech, the legend spoke of how every morning, he’d ask if the day is his last, would he be doing what he’s about to do for the day. And if the answer is no for a few days in a row, he’d know he had to change something.

Well. I think I must be doing something right then. Because each time I’d look forward to a family holiday (and that’s rather often), but just 2 days into the holiday I’d be looking forward to coming back and getting back to work.

There’s just no pleasing me.

Anyway, on the investing front, I’ve been really really busy and I think before the year is up, TTI’s portfolio would likely see some major changes.