Snapshot My Implied Share Price: $32.62 Situation I wanted to fund additional opportunities in LULU and ACN, and rebalance my portfolio. Response I took some profits in BBBY, still leaving a good amount of exposure. I am excited about UPWK because it is similar to FVRR. I also found it to be undervalued. After I […]
Snapshot My Implied Share Price: $33.73 Situation I reduced ownership in Movado (MOV). MOV Over the last year Movado has increased in share price over 136%. I still believe the company is great, however, it is approaching fair value. I was holding it because I thought it was undervalued and the dividend was above average.
Snapshot My Implied Share Price: $33.44 Situation I add 4 new positions. RAVE, UPWK, JOYY, and TAYD I added all of these companies for the same reasons. They were all on my watch list. I’ve been following them for a long time. Now, I’ve made the decision to be more flexible with my portfolio and
Snapshot My Implied Share Price: $33.05 Situation I made 2 significant changes recently. BWEN Broadwind, Inc. (BWEN) made the decision to change businesses and changed from the wind business, which I bought it for, to the artificial technology business. It is a dramatic change however it was not the reason I owned the business. There
Snapshot My Implied Share Price: $34.27 Situation This is my rationale for the quick in and out trades of JetAI (JTAI). I initially got into the position because when I valued the company, I saw that it was transitioning. I saw the share price had dropped dramatically over the years. However, I also saw that
Snapshot My Implied Share Price: $33.63 Recent Decisions Situation The overall market rose this week and my positions rose with it. Mattel’s price remained steady but my valuation found it to be extremely undervalued, and I consider it a good well-known company. Response Although I really like JAKKS and found it to be undervalued and
My Implied Share Price: $33.44 Symbol Price Weight Cash 1.00 34.46% GTEC 0.70 8.70% PETS 2.29 8.43% IIPR 55.91 7.76% WEYS 33.68 2.62% FVRR 10.64 2.02% AII 19.67 2.00% MED 11.15 1.96% PINS 19.92 1.84% USNA 19.44 1.80% MKL 1912.45 1.77% CNC 41.82 1.63% REI 1.52 1.58% SBUX 98.67 1.46% MOH 175.94 1.30% MOV 27.73
April 24, 2026 Update – Holdings, Allocation, and Rebalancing Read More »
Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related
I. Snapshot My Implied Share Price: $32.06 Symbol Price Weight Cash 1.00 26.13% IIPR 51 9.04% GTEC 0.69 8.25% PETS 2.30 8.15% WEYS 34.63 2.59% PINS 17.62 2.59% WMK 71.99 2.12% MED 10.06 2.11% BBBY 4.69 2.09% USNA 18.11 2.05% UFPI 95.49 1.87% AII 18.24 1.79% MKL 1924.82 1.72% MOH 145.88 1.56% VTSI 4.21 1.50%
1st Quarter 2026 4-S Report Read More »
Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related
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
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