CROX

2nd Quarter 2026 4-S Report

Leave a Comment • Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related •

I. Snapshot My Implied Share Price: $34.43 My Current Holdings Symbol Price Weight Cash 1.00 25.12% PETS 1.98 12.59% AII 19.27 8.11% IIPR 63.36 2.84% WEYS 39.49 2.83% ZM 87.15 2.57% PINS 22.07 2.07% MED 10.96 2.07% UPWK 9.16 1.99% EXE 90.72 1.95% USNA 21.51 1.91% BBBY 5.83 1.85% FVRR 10.81 1.84% MKL 1979.65 1.77% […]

2nd Quarter 2026 4-S Report Read More »

Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related
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February 10, 2025 Decisions – Quick Note: Reviewing This Past Week (Re: IIPR, PZZA, CROX, BGS, WBA, AISP, ADM, and REYN)

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

February 10, 2025 Decisions – Quick Note: Reviewing This Past Week (Re: IIPR, PZZA, CROX, BGS, WBA, AISP, ADM, and REYN) Read More »

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