piworld 2020 round up: Leon Boros
Leon has had an exceptional performance this year, up 37%. His top contributor is Best of the Best (BOTB) which he continues to hold. He regrets selling Games Workshop (GAW) in the 40’s, but swallowed his pride and bought back recently. For 2021, he believes Wey Education (WEY) should outperform. Hopefully we’ll catch up with him later in the year to hear how it plays out.
Leon’s performance ytd: +47% – 00:47
Top contributor to the performance: Best of the Best (BOTB) – 01:15
What didn’t go so well, and what did you learn from that? Games Workshop (GAW) – 05:05
In 2021, which holding are you most optimistic about? Wey Education (WEY) – 08:50
About Leon Boros
Leon is a recently retired private investor. Prior to his retirement he was founder and managing director of Equity Strategies, a boutique corporate finance firm. Leon started his career at EY where he qualified as a Chartered Accountant. Leon has been investing since his late teens. In 1993 he opened his first PEP and has since achieved annualised returns of 18.42% (to Dec 2019). Leon was previously a non-executive director of ShareSoc. Twitter: Leon Boros @Boros10