Solid State: Compounding Shareholder Capital in Industries with High Regulatory Barriers to Entry
Solid State (SOLI) is a British electronics manufacturer and distributor specializing in mission-critical components and systems for industries...
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Portfolio Update: October 2024
I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...
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Portfolio Update: August 2024
Welcome back to the portfolio updates series! This month, I enjoyed a long vacation with my family, spending three weeks traveling through Italy...
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Portfolio Update: July 2024
Welcome back to the portfolio updates series! This month, I am a few days early with the update. The reason is that my wife and I are celebrating...
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Portfolio Update: June 2024
There were no changes to the portfolio in June. The two major news among my holdings come from Norbit and Lindbergh. Norbit acquired Innomar...
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