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Adding a new asset class to the Real Money Portfolio in your Friday Monday File
A new stock shoved into the lockbox, plus updates on DocuSign, Stitch Fix, Chewy, Dream Finders Homes and more...
Latest thoughts and musings from the Real Money Portfolio (and beyond)
Updates on PAR, TTD, GSHD, and more... plus a new Lock Box entry, some more hedging, and some add-on buys
Quarterly updates from Amazon, Alphabet, AJ Gallagher, Brown & Brown, Markel, Goosehead and more... buying in five stocks this week, and selling in one
Three buys, one sell and a couple little speculations this week -- updates from the Real Money Portfolio