20
Apr
April 2026 Stock Updates
Closed
TD SYNNEX (SNX)
SNX reached my range of fair value, so I closed it. If it's anything
8 min read
$OMC
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
I did some rebalancing recently and thought I'd pin how I'm positioned going into the new
6 min read
08
Oct
OMC + IPG
OmnicomGroup (OMC) and The Interpublic Group of Companies (IPG) are merging into an entity that – in my perfect dreamworld – would
4 min read