Investment journal entries detailing my decisions as an owner.
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