
Welcome to my publication. I am writing to get more knowledgeable about my investments as well as have a public repository of my ideas and investment progress.
| Platform | Pricing | Freemium | Publishes | Infrequently | |
|---|---|---|---|---|---|
| Issues | 6 | Founded | 3 years ago | Last Issue | 2 years ago |
| Active | |||||

Why I am going with Green Thumb (GTI) and a smidge of Glass House (GLASF)
Executive Summary
Introduction
Over the past five years, I've been building and iterating an investment style that dances between concentration and diversification. Here is a look at the history of my portfolio since I started tracking my investment perform...
I have been on the up-and-down roller coaster (although mostly up) that is uranium and uranium miners since March of 2020. When I first bought Dennison, it was at $.25 and Nexgen was under $1. I say this not to pat myself on the back, but m...
Inertia, MSGS, and Why it Makes Sense to Own the Knicks (And Rangers)
The theme of this article and investment is “inertia” and I will eventually get to an in-depth discussion of Madison Square Garden Sports, the owner of the Knicks and Ra...
Company Statistics
Executive Summary
Anterix (ATEX) is the largest owner of 900-MHz spectrum (please don’t stop reading, I know spectrum has not been a fun experience for many), which allows for wireless communication. 900-MHz spectrum ha...
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The writers behind this newsletter.
Stocks
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