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Buys, Quarterly Updates and a "Story Stock" bump in the Real Money Portfolio
Updated buys and sells in the Real Money Portfolio, plus notes on SE, CCI, NVDA, MPW, FSLY, NET, ROKU, BAM and more...
Quarterly updates and some transactions on the week, including notes on GAN, PAR, ATVI, TTD, ROKU, FSLY, SHOP, AMZN, BOMN, BRK-B, AAPL and more...
Lots of quarterly updates, plus a deeper dive into Insurance and hospital investments as COVID-19 uncertainty reigns
Taking some "free returns" in my Real Money Portfolio
Spending some time on Innovative Industrial Properties again, plus a refresh for the Real Money Portfolio