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

Investment journal entries detailing my decisions as an owner.

August 1, 2026 Brief Update

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Snapshot My Implied Share Price: $33.58 Situation Continuous monitoring and evaluation of holdings. Response Small adjustments. Reflections This week the portfolio remained stable however, based on a drop in the quoted price of JTAI, I increased exposure to it to stay at 10%, then cash reserves dropped below my personal functional preference. So, I sold […]

August 1, 2026 Brief Update Read More »

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

July 25, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: GRAB and MED)

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Snapshot My Implied Share Price: $33.10 Symbol Price Weight JTAI 2.04 10.44% Cash 1.00 10.20% AII 18.67 8.62% Stock Options 1.00 2.93% IIPR 61.48 2.86% WEYS 38.22 2.85% PETS 1.99 2.78% ZM 87.99 2.70% WW 13.34 2.67% PINS 22.13 2.16% FLYX 1.16 2.06% LEN 84.64 2.05% EXE 91.52 2.04% NUS 5.08 2.03% UPWK 8.83 2.00%

July 25, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: GRAB and MED) Read More »

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

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

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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, AWX, and HGBL)

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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, AWX, and HGBL) Read More »

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

June 25, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: BBBY, LULU, ACN, UPWK, FVRR, PETS, WEYS, USNA, MED, SITC, IIPR, and EXE)

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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

June 25, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: BBBY, LULU, ACN, UPWK, FVRR, PETS, WEYS, USNA, MED, SITC, IIPR, and EXE) Read More »

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

May 31, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: MOV)

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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.

May 31, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: MOV) Read More »

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

May 23, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: RAVE, UPWK, JOYY, and TAYD)

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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

May 23, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: RAVE, UPWK, JOYY, and TAYD) Read More »

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

May 17, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: GTEC and BWEN)

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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

May 17, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: GTEC and BWEN) Read More »

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

May 8, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: JTAI)

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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

May 8, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: JTAI) Read More »

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

May 3, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: MAT, JAKK, BBBY, and FVRR)

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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

May 3, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: MAT, JAKK, BBBY, and FVRR) Read More »

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