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

Investment journal entries detailing owner’s decisions.

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

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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 […]

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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 Quick Update for October 11, 2025

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Recent Acquisitions and Adjustments Just a couple of quick updates. I made 2 new acquisitions, adding Ring Energy Inc. (REI) and Factset Research Systems, Inc. (FDS). I also made a few adjustments, adding even more PETS after the share price dropped even more, adding a little more MOV, and trimming a little LNC. Lastly, I

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Owner's Decisions, Reasons, and Thoughts (SDRT)
Close-up of professionals reviewing financial graphs at a business meeting.

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)