26
May
FactSet Research Systems (FDS)
FDS is a data and analytics provider similar to Bloomberg Terminal and CapitalIQ. They distribute data to 95 of the
2 min read
Research
07
May
May Stock Update
Closed
Sirius XM (SIRI)
Everything was going fine – until a rumor hit the newswire that Sirius XM may acquire iHeartMedia
5 min read
26
Apr
Booz Allen Hamilton (BAH)
Booz Allen Hamilton stock is -50% over the past 2 years and flat over the last 6.5. Almost all
1 min read
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
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
29
Jan
TD SYNNEX (SNX)
Tech Data Corporation
Consolidated Statement of Cash Flows (In thousands)
Fiscal Year Ending Jan 31
2012
2011
2010
2009
2008
11 min read
21
Jan
Darling, Fraud & Fortune
The Rise, Fall and Rebirth of Equity Funding Corporation of America
The company Fortune magazine called the fastest-growing diversified
33 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
16
Nov
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