Alpha Letter
Thank you to everyone who has decided to become a subscriber to the Alpha Letter. I appreciate all of the support and all of the great commentary I have gotten. To keep track of all of the stock ideas I post, I have decided to create a “Top Idea” list. The stocks listed below wi…
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Investors, My portfolio is always changing. When valuations go up I typically trim or sell an entire position. When they go down I aggressively average…
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Good afternoon investors, What an incredible week for the “All In” portfolio. The portfolio was up 15.40% this week and currently is up 121.79% for the…
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I love re-investing in companies that I have already made money and done the work on. The due diligence process is much simpler and requires more of a …
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Good afternoon investors, Hope you have had a great and happy Labor Day! The month of August was an incredible month for me in terms of outperformance.…
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Investors, The last company I am invested in just reported. I couldn’t be more happier with the results and the forward looking numbers. Please see my …
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Good morning investors, The end of summer has arrived and fall is quickly approaching. Only four more months left of 2021 then we are onward and upward…
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Dear investors, I have warned multiple times that we are in a highly speculative bubble of mania and greed. Valuations are sky high, there are a signif…
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