January - 2020

Adding to 3 Positions

“The secret to investing is to figure out the value of something – and then pay a lot less.” - Joel Greenblatt The Portfolio The...

Nabriva Therapeutics

“The secret to investing is to figure out the value of something – and then pay a lot less.” - Joel Greenblatt The Portfolio The...

Added Advanced Micro Devices

Wake-up Call!

Nvidia

Bond Market Rally?

Scary World Thesis - Buying LMT

New Feature

Gentlemen Prefer Bonds

Bought D.R. Horton

Buying Housing

ChargePoint Shock

Swift Inflation?

PCE Thursday