July 2026

July 17, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: JTAI, FLYX, NUS, and PZZA)

Snapshot My Implied Share Price: $34.33 Symbol Price Weight Cash 1.00 12.60% JTAI 2.16 10.39% AII 18.66 8.31% IIPR 64.47 2.89% WEYS 39.20 2.81% ZM 91.13 2.70% PETS 1.97 2.65% WW 14.57 2.62% PINS 23.20 2.19% NUS 5.24 2.02% UPWK 9.06 1.98% FLYX 1.15 1.97% LEN 83.89 1.96% USNA 21.82 1.94% HGBL 1.23 1.93% FVRR […]

July 17, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: JTAI, FLYX, NUS, and PZZA) Read More »

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

July 12, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: PETS, EGAN, WW, MED, and HGBL)

Snapshot My Implied Share Price: $34.44 Situation I’m always looking for ways to make my holding company stronger. Response I adjusted my holdings by taking a tax loss, raising cash, buying Egain, Weight Watchers, and Heritage Global. I reduced Medifast. PETS For PETS, I still believe it is extremely undervalued. I made the decision to

July 12, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: PETS, EGAN, WW, MED, and HGBL) Read More »

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

2nd Quarter 2026 4-S Report

I. Snapshot My Implied Share Price: $34.43 My Current Holdings Symbol Price Weight Cash 1.00 25.12% PETS 1.98 12.59% AII 19.27 8.11% IIPR 63.36 2.84% WEYS 39.49 2.83% ZM 87.15 2.57% PINS 22.07 2.07% MED 10.96 2.07% UPWK 9.16 1.99% EXE 90.72 1.95% USNA 21.51 1.91% BBBY 5.83 1.85% FVRR 10.81 1.84% MKL 1979.65 1.77%

2nd Quarter 2026 4-S Report Read More »

Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related