February 2026

February 21, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: WEYS and AII)

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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 […]

February 21, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: WEYS and AII) Read More »

Decisions: Owner's Snapshot, Situation, Response, and Reflections (SSRRs)

February 14, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: PINS, PYPL, AII, and UG)

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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

February 14, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: PINS, PYPL, AII, and UG) Read More »

Decisions: Owner's Snapshot, Situation, Response, and Reflections (SSRRs)