Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Stock Summary: Monro and Tandy Leather
May 25, 2025, 12:02 p.m.
Berkshire AGM Recap and Trucking Stock Summary
May 16, 2025, 12:02 p.m.
Enterprising Investor at a Glance
April 29, 2025, 12:02 p.m.
Idea List: Issue #15
April 21, 2025, 12:03 p.m.
Q1 2025 Portfolio Update
April 3, 2025, 12:03 p.m.
Having Fun with Special Situations
March 30, 2025, 12:03 p.m.
Saga Communications: Finding Value in a Melting Ice Cube
March 16, 2025, 6:30 p.m.
Q1 2025 Portfolio Fair Value Updates
March 2, 2025, 1:03 p.m.
A Turbocharged Value Stock
Feb. 19, 2025, 1:03 p.m.
Intrepid Potash Stock Snapshot
Feb. 7, 2025, 1:04 p.m.
Monthly Round Up: January
Feb. 2, 2025, 6:02 p.m.
Saga Communications Stock Snapshot
Jan. 24, 2025, 1:03 p.m.
2024 Portfolio Update
Jan. 17, 2025, 1:02 p.m.
Mammoth Energy Services Stock Summary
Dec. 22, 2024, 1:01 p.m.
Q3 2024 Portfolio Fair Value Updates
Dec. 16, 2024, 1:03 p.m.
Garrett Motion Stock Summary
Dec. 8, 2024, 1:02 p.m.
Monthly Round Up: November
Nov. 29, 2024, 1:01 p.m.
Idea List: Issue #14
Nov. 17, 2024, 1:01 p.m.
Dollar General Stock Analysis
Nov. 10, 2024, 1:02 p.m.
Monthly Round Up: October
Nov. 3, 2024, 1:01 p.m.
Idea List: Issue #13
Oct. 26, 2024, 1:02 p.m.
Idea List: Issue #12
Oct. 18, 2024, 12:02 p.m.
Q3 2024 Portfolio Update: Ever since I started buying stocks I tracked my portfolio performance using spreadsheets.
Oct. 11, 2024, 3:03 p.m.
October Update: I unfortunately haven’t put out any posts in the past couple of weeks so I wanted to provide a quick update.
Oct. 8, 2024, 12:03 p.m.
September Watchlist Fair Value Updates: This week I analyzed TLF, JCTCF, MPAA, MNRO, CVR, PINC, PETS, SKAS, CSV, NTGR
Sept. 20, 2024, 12:03 p.m.