I've been following this thread for a while with great interest and I think you've clearly proven that the way you pick your portfolio works, however I don't understand some of your decisions.

You mentioned that you intend to generally keep each of your picks for the long run. What that in mind, what do you see in for example NLG and your newly acquired MCO?

NLG has no potential outside of the Netherlands and I can't see this one gain any significant market cap. As for MCO, this might be a good one for the very short term but on the long term there are too many uncertainties and a questionable team behind it. It has scam written all over it IMO.