Stock Updates
Kraft Heinz (KHC)
I originally started buying Kraft Heinz expecting some sort of corporate activity. The stock has been a
Rapid Round
Something I've done for a long time is keep a journal (random scraps of paper and iPad doodles)
Portfolio Musings
I did some rebalancing recently and thought I'd pin how I'm positioned going into the new
Ecovyst (ECVT)
Ecovyst (ECVT) is the North American market leader in chemical recycling for refineries, with a business model that supports 70%