“ I'd put my money on the sun and solar energy. What a source of power! I hope we don't have to wait until oil and coal run out before we tackle that ." - Thomas A. Edison ​​ The Portfolio Performance The portfolio is UP +1.85% YTD The S&P 500 is UP +1.38% YTD SUBSCRIBE HERE The Strategic Case for Coterra's Acquisition of Devon Energy: Building a Permian Powerhouse The reported merger discussions between Coterra Energy (CTRA) and Devon Energy (DVN) represent more than just another...

“ I did nothing, maybe less than nothing...and succeeded anyway. Maybe I've been the problem all along ." ​​ The Portfolio Performance The portfolio is UP +28.95% YTD The S&P 500 is UP +16.39% YTD SUBSCRIBE HERE  (There was a typo in the full-year performance listed as +28.39%. The actual number was +28.95%. Updated 1/1/26 at 5:25pm PT) Great Gains The portfolio closed out 2025 with a +28.95% gain vs. the S&P 500, which gained +16.39% . We had a gain of $288,017.09 for the year. With...

“ In the end, it's not the daily fluctuations that matter, but the compounded growth over decades . " — Warren Buffett ​​ The Portfolio Performance The portfolio is UP +26.55% YTD The S&P 500 is UP +16.20% YTD SUBSCRIBE HERE   A Year of Transformation: Looking Back and Moving Forward It's been a year since my last post in December 2024, and what a year 2025 has been. I owe you all an update, and I'm excited to share what's been happening behind the scenes. A New Chapter The biggest news is...