$ECVT

16
Feb

Stock Updates

Kraft Heinz (KHC) I originally started buying Kraft Heinz expecting some sort of corporate activity. The stock has been a
4 min read
05
Feb

Rapid Round

Something I've done for a long time is keep a journal (random scraps of paper and iPad doodles)
6 min read
26
Nov
Portfolio Musings

Portfolio Musings

I did some rebalancing recently and thought I'd pin how I'm positioned going into the new
6 min read
16
Nov
Ecovyst (ECVT)

Ecovyst (ECVT)

Ecovyst (ECVT) is the North American market leader in chemical recycling for refineries, with a business model that supports 70%
9 min read