2026

Owner’s Decisions, Reasons, and Thoughts (WEYS and AII) – February 21, 2026

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

Snapshot: My Implied Share Price: $32.50 Recent Decisions 1. Increased Exposure to Weyco Group, Inc. (WEYS) Decision: I increased exposure to Weyco Group. Reasons: I reviewed the financials and determined it was in stable financial position. The stock price has decreased dramatically recently and I do not believe it’s justified. I would consider this business […]

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

Owner’s Decisions, Reasons, and Thoughts (PINS, PYPL, AII, and UG) – February 14, 2026

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Snapshot My Implied Share Price: $32.31 Recent Decisions 1. Added Pinterest, Inc. (PINS) Decision: I added PINS. Reason: Price dropped dramatically. Ongoing Thoughts: After the quoted price dropped over 20% in a day, I quickly added PINS (a position I previously held some time last year). At the time I added, this time, the stock

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

Owner’s End of Year 2025 / Beginning of Year 2026 4-S Report

Leave a Comment • Holdings, Allocations, and 4-S Reports •

I. Snapshot My Share Price: $31.68. Symbol Price Weight Cash 1 18.29% REI 0.87 10.26% IIPR 47.36 7.99% MED 10.68 7.71% MOV 20.62 3.83% Stock Options 1 3.25% LYB 43.3 2.73% UFPI 91.05 2.63% SBUX 84.21 2.28% USNA 19.63 2.12% TGT 97.75 1.94% MKL 2149.65 1.94% VZ 40.73 1.84% VHI 12.05 1.79% AII 20.83 1.75%

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Holdings, Allocations, and 4-S Reports