Investment journal entries detailing my decisions as an owner.
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
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
New Acquisitions Just a couple of quick updates. 2 new acquisitions, Accenture plc (ACN) and UFP Industries, Inc. (UFPI). I received a nice dividend from IIPR.
October 15, 2025 Decision – Quick Note (Re: ACN, UFPI, and IIPR) Read More »
Decisions: Owner's Snapshot, Situation, Response, and Reflections (SSRRs)
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
October 11, 2025 Decisions – Quick Note (Re: REI, FDS, PETS, MOV, LNC, DOLE, and JAKK) Read More »
Decisions: Owner's Snapshot, Situation, Response, and Reflections (SSRRs)
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