Q1 2025 Portfolio Update

Having Fun with Special Situations

Saga Communications: Finding Value in a Melting Ice Cube

Q1 2025 Portfolio Fair Value Updates

A Turbocharged Value Stock

Intrepid Potash Stock Snapshot

Monthly Round Up: January

Saga Communications Stock Snapshot

2024 Portfolio Update

Mammoth Energy Services Stock Summary

Q3 2024 Portfolio Fair Value Updates

Garrett Motion Stock Summary

Monthly Round Up: November

Idea List: Issue #14

Dollar General Stock Analysis

Monthly Round Up: October

Idea List: Issue #13

Idea List: Issue #12

Q3 2024 Portfolio Update: Ever since I started buying stocks I tracked my portfolio performance using spreadsheets.

October Update: I unfortunately haven’t put out any posts in the past couple of weeks so I wanted to provide a quick update.

September Watchlist Fair Value Updates: This week I analyzed TLF, JCTCF, MPAA, MNRO, CVR, PINC, PETS, SKAS, CSV, NTGR

Idea List: Issue #10: This week I analyzed Urban One and Molson Coors Beverage

Net Lease Office Properties Stock Analysis: Analyzing NLOP, a liquidating office REIT selling at a discount to its $58 fair value

Monthly Round Up: August: Portfolio updates on Alico, Simon Property Group, Motorcar Parts of America, watchlist updates, and 13-Fs

Idea List: Issue #10: This week I analyzed Net Lease Operating Properties and Permian Basin Royalty Trust