A couple sells and several buys, plus notes on AFCG, BAM, DFH, PRM, TTD, U and more...
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Friday File: Nibbling on the Way Down
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
Updates on WCC, IIPR, SHOP, SAND, ILMN and more... and maybe a new Lock Box candidate
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Friday File: Off to Omaha
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Friday File: De-tease of “Project Petrogonia”
Checking out a teaser pitch about the "Second-Largest Shale Basin in the World"
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Friday File Extra Note: Innovative Industrial Properties Short Attack
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Friday File: Culling at the Bottom of the Portfolio
Finishing up my Annual Review with updates on three small holdings -- two of which I decided to sell.
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Friday File: Shuffling Pot Financiers
A sell and buy in the marijuana REIT space, plus some thoughts on inflation and more...
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Friday File: Diversifying Away From Yourself
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Friday File pt. 2: Mistakes Were Made
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Friday File, pt.1: Breaking Rules for the Lock Box