AWX

August 8, 2026 – Opportunistic Optimizing (RE: MED, AII, AWX, FLR, FVRR, HGBL, JTAI, SITC, TGT, USNA, VTSI, WEYS, WW, and ZM)

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Snapshot My Implied Share Price: $35.73 Current Holdings Symbol Price Weight Cash 1.00 19.98% JTAI 1.95 10.04% USNA 15.47 3.82% WW 18.12 2.76% PETS 1.98 2.68% IIPR 59.16 2.67% WEYS 46.17 2.58% AII 21.00 2.56% ZM 104.50 2.55% NUS 5.49 2.13% UPWK 9.67 2.12% LEN 88.18 2.07% FLYX 1.20 2.07% EXE 92.84 2.01% LNC 46.03 […]

August 8, 2026 – Opportunistic Optimizing (RE: MED, AII, AWX, FLR, FVRR, HGBL, JTAI, SITC, TGT, USNA, VTSI, WEYS, WW, and ZM) Read More »

Uncategorized / Miscellaneous

July 12, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: PETS, EGAN, WW, MED, AWX, and HGBL)

Leave a Comment • Decisions: Owner's Snapshot, Situation, Response, and Reflections (SSRRs) •

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)