MED

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)

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)

October 2025 – 3-S Report

PART I. Snapshot My Implied Share Price: $31.15 My Current Holdings Symbol Price Weight CASH 1.00 30.97% MOV 19.59 8.27% PETS 2.62 6.31% Options 1.00 4.54% AII 22.73 4.42% IIPR 56.46 3.91% TGT 89.03 3.38% INTC 36.83 3.11% MED 13.99 3.10% CROX 84.89 2.65% UG 7.755 2.42% CNC 38.70 1.96% LNC 41.09 1.94% VZ 43.67

October 2025 – 3-S Report Read More »

Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related