I have a 40 year background in accounting and finance at a number of public and private companies in increasingly responsible positions and have been a CFO for the last 20 years. My background in preparing financial statements, reporting to the Securities and Exchange Commission and having been involved in a number of company sales and purchases are invaluable tools in reading and understanding public company financial statements and their valuations.
Missed by a day &#)%&
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.
Sold BMBL today for a 33% gain
The stock jumped almost 50% today on “going private” rumors.
10/9/2026
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.
10/2/2026
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.
9/25/2026
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.
9/18/2026-sixth down week in a row
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.
9/11/2026-5 weeks down in a row
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.
9/4/2026-another dismal week
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.
8/28/2026
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.
8/21/2026
Another crappy week. I was down 5.1% and am now up 12.4% this year.
Nothing dramatic, just death by a thousand paper cuts as small caps go back on the “ignore” list no matter what they do.
I bought some ONDS for one of my kids at their request to buy a drone stock. ONDS looks like the best bet in an area where all stocks appear overvalued to me.
IRIX announced Q2 earnings. No progress on revenues and they had another small loss. The investors who bought $10 million of stock at $2.00 last year are not happy. Hopefully they will get them to sell the company. It is trading at about .25 of revenue. At 1X revenue this is a $3.50-$4.00 stock. A few years ago, buyouts in this space were at 3-6X revenues. Again, nobody cares about bump along microcap medical companies. A sale is the only hope to see some value here-IMO
ARAY also announced earnings. Another med-tech stock no one cares about. Equipment revenues were down, apparently due to sales in China. They really didn’t explain why. A reverse stock split is coming soon. Their expense cutting is showing some benefits, but they still have a long way to go. Another stock I refuse to give up on (probably stupidly).