10/16/2026

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.

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