Portfolio & Performance Updates Thank you Mr. Market! An existing holding continues to perform and also continues to get cheaper. I am taking advantage of it with a sizable purchase.
News of the Week (January 5 - 9, 2026) Reviewing major keynotes from CES 2026, exploring high-profile M&A, updating valuation tables and more.
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
