I. Snapshot My Implied Share Price: $32.06 Symbol Price Weight Cash 1.00 26.13% IIPR 51 9.04% GTEC 0.69 8.25% PETS 2.30 8.15% WEYS 34.63 2.59% PINS 17.62 2.59% WMK 71.99 2.12% MED 10.06 2.11% BBBY 4.69 2.09% USNA 18.11 2.05% UFPI 95.49 1.87% AII 18.24 1.79% MKL 1924.82 1.72% MOH 145.88 1.56% VTSI 4.21 1.50% […]
1st Quarter 2026 4-S Report Read More »
Holdings, Allocations, and 4-S Reports
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
Owner’s Decisions, Reasons, and Thoughts (WEYS and AII) – February 21, 2026 Read More »
Owner's Decisions, Reasons, and Thoughts (SDRT)