#44 Reflections on Investing : Return of the High Fliers?

While 2020/2021 were great years for our High Fliers, in 2022 the party ended and many of those companies like Peloton, Wayfair and Carvana came crashing down.

In the first month of 2023 however we are seeing signs that the worst may be over for the High Fliers. For many of these companies January of 2023 was better than any month in 20' or 21'. Is the worst over for the High Fliers? Will 2023 be the start of there return to 2021 highs?