Adding to a Core Holding on Sale Boosting my stake in a core holding with a 20% FCF CAGR trading at a discount, talking through portfolio management strategy and updating my performance vs. the S&P 500
A New Holding & Updated Performance Table of Contents * a. Updated Performance vs. the S&P 500 * b. New Holding * c. Portfolio Management Strategy Snapshot * d. Updated Portfolio a. Updated Performance vs. the S&P 500 b.
Portfolio Change & Performance Updates Table of Contents * a. Updated Performance * b. Portfolio Change * c. Portfolio Management Strategy Snapshot * d. Holdings a. Updated Performance Year-to-date is off to a good start but it has been just a few
News of the Quiet Week (Happy New Year!) Table of Contents * 1. Free Cash Flow Valuation Comp Sheets * a. Fast Growth * b. Maturing Growth * 2. Meta (META) – M&A * 3. My 2026 Preview * 4. ServiceNow (NOW) – Leadership * 5. Alphabet (GOOGL)
Portfolio & Performance Updates Table of Contents * a. Updated Performance * b. Portfolio Changes * c. Portfolio Management Snapshot * d. Updated Holdings a. Updated Performance b. Portfolio Changes
