Small caps took it on the chin again last week. BMBL added 2% to my week and YTD gain, but all my other stocks stunck up the place and I ended with a 4.8% loss for the week. I am now down 2.4% for the year.

I sold BMBL at around $3.75 for a 27% gain, a day before the buy-out offer was announced at $6.05. On the other hand I sold ACH earlier this year around $4 and it is now $.23. You win some, you lose some.

I bought CNDT at $1.50. This is a turnaround, like most of my stocks. They seem to be doing the right things so I took a relatively small position in it.

I also bought more SCOR at $3.60. I can’t believe it has dropped this far. They have spent the last few years fixing their balance sheet and are now working on their P+L. This has got to be worth $10 a share IMO.

Sold BMBL a day too early. Would have had more than a double. Seems like how my year has gone anyway. Oh well, you can’t lose taking a profit.

The stock jumped almost 50% today on “going private” rumors.

Well at least I was up a little last week. I was up 3% and am now up 2.4% for the year.

I bought TBLA at $3.25 last week. It is another depressed ad-tech stock. It is trading at a bit over 5X EPS and has no net debt.

My one week up streak is over.

Value stocks are still shunned and wildly overvalued stocks continue to be the rage.

I read that 70% to 80% of stock trading is algorithmic, so who is writing those?

I am guessing it will end one day.

What happens when everybody has AI and all the new servers with their AI chips have been bought and we are back in the old replacement cycle? All those chip stocks, hardware stocks, AI stocks, what will happen?

No significant news on any of my stocks last week.

I was down 2% and am down .6% YTD. I was up almost 25% 3 months ago.

Maybe upcoming earnings will ignite some interest.

Wow, I was up a whopping .3% and am up 1.4% YTD.

At least my losing streak ended-for now anyway.

No real news on any of my stocks.

I recently set a personal record of 6 up weeks in a row. Now I have another personal record, of 6 down weeks in a row.

There was no news on any of my stocks except CTRM which had Q2 net income more than the stocks current market cap, but trades at a about a 90% discount to its book value, due to the CEO.

I kept my nose barely above water for the year. I was down 2.8% and am now up 1.1% for the year.

I feel like 2 planes crashed into my portfolio over the last few weeks.

I was down again-2.1%. I am up 3.9% YTD

I could do better putting my money in CDS at this point.

No news on any of my stocks, just death by a thousand paper cuts again.

I was down another 4.2% this week and am now up 7% for the year.

That’s four down weeks in a row and six out of the last eight weeks after my run of six up weeks.

The only news on any of my stocks was LE. They reported earnings and they were just fine. The stock dropped anyway to 2% above my cost.

I can’t wait for for August to be over. I was down 1.2% last week and am up 11.2% for the year.

Boring, boring, boring week.

I sold ONDS for a 6% gain., just before it got whacked on Friday. Whew.