February 2025

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Reviewing This Past Week

Owner's Decisions, Reasons, and Thoughts (SDRT) •

Over the last month, I believe I’ve made some good subsidiary acquisitions. IIPR First, I added more Innovative Industrial Properties, Inc. (IIPR).  I look at this more from the real estate and assets perspective rather than just as a medical marijuana industry company investment.  The company only had about $450M in debt on its balance […]

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Owner's Decisions, Reasons, and Thoughts (SDRT)
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February 2025 “My Holdings Update”: A Lot of Cash!

Holdings, Allocations, and 4-S Reports •

Symbol Price Weight Cash Eq. A 1 27.93% Cash Eq. B 1 9.27% PZZA 39.57 7.60% IIPR 71.68 7.51% BGS 6.48 7.36% ACI 20.05 6.83% DOLE 13.62 5.83% MKL 1828.78 3.19% BGFV 1.53 2.77% WBA 10.28 2.60% SPTN 18.23 2.07% VZ 39.39 2.06% TGT 137.91 1.93% BWEN 1.69 1.82% MPW 4.69 1.64% BH 232.01 1.62%

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Holdings, Allocations, and 4-S Reports