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 20 Apr 2026 8 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) 05 Feb 2026 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 26 Nov 2025 6 min read
