I've been nibbling on $NWL in my Roth. Too many interesting assets, too low of a valuation.

My main taxable account was +20% w/ ~40% of portfolio in $BOXX. I'll take that. (I'm about to write a check for a large purchase that I knew was coming, why $BOXX. Glad I made it to 2026 for tax purposes. That ETF worked ~perfectly.)

Quote from an email that I just received from a colleague who was looking for a specific vector: "I have that map but couldn't find the DNA. Luckily $TWST is cheap and quick so ordering a G block was an easy fix." cc Peter Mantas

I'm just now realizing that this reads like a literal advertisement, but I promise that is what they said, verbatim (except they said "Twist" not the ticker). BUT... $TWST, I am open to partnerships if you're looking to expand your social media presence.

That large purchase has been made, $BOXX & other misc positions sold to fund it. So a belated Q1 portfolio update. My main taxable account is: 47.5% $COF 27.8% $BRKB 24.6% $GOOG I kinda like the simplicity. I'm an individual investor with his own priorities/objectives.

$TMO GAAP EPS: 2017: $5.59 2018: $7.24 2019: $9.17 2020: $15.96 2021: $19.46 2022: $17.63 2023: $15.44 2024: $16.53 2025: $17.74 25Q1: $3.98 25Q2: $4.29 25Q3: $4.27 25Q4: $5.21 2025 total: $17.74

~17.1M shares were repurchased by $MO last year. This will save them ~$75M in dividends this year.

Berkshire up to 22.0% ownership of $AXP 151.6M shares out of 688M outstanding.

Just a regular reminder that I'm one of the largest individual holders of $LAND (at least compared to the board members) and am always happy to discuss the company. x.com/i/status/20162…

Google recommended me this ~13 min analysis video of $LAND, and I was pleasantly surprised how comprehensive and accurate it was. Probably captures ~95% of my short-term understanding, though a little less of longer-term and meta thesis. youtu.be/T1_mmHXqV3Q?si…

$PYPL bought back ~23M shares last quarter. Now an even better opportunity to become a share cannibal. If they really press the buyback, I don't care how much of a melting ice cube it is.

Buying $HSY in the $140s in my Roth is the type of position that I'll tell my grandkids about.

$GOOGL owns ~7% of SpaceX. If it IPOs at ~$1.5T and they sell their stake, that's ~$105B. There's the majority of next year's capex paid for. I'm not saying they should do this.

Over the last five years, $AZN EBITDA has grown from ~$7.5B to ~$20B

No need to try and catch falling knives when $V is basically at the post-Liberation Day lows.

Zero share repurchases from $BLDR this quarter.

"Biotech and material science boom almost guaranteed by then driving spec capital and hiring." As I've been saying, the biotech revolution ain't stopping.

Good day to eat some pistachios $LAND

$CAVA is popular

~2% of children aren't the presumed father's.