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No. of Recommendations: 0
Ah yes.

This board shall do nicely.

Finished pennies over the ATH at 48% YTD.

Mainly have cash stockpiled in SPGSU SPAC units that are near the NAV floor, so limited downside, with upside if acquisition announcement is taken as positive by the market. About 50% of port.

About 1/3rd of port still in SPG shares.
9% or so in VYGVF aka Voyager Digital.
Smaller amounts in GNPK aka Redwire, and a regrettable and currently negative short-term trade in CXW.

Plenty of bloated stocks tied to fantastic companies that I would like to own at more reasonable prices. I can afford to be patient.


-Doom
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