Published a brief analysis for Baidu. This is an evergreen page. I expect that most descriptions and updates of the company will stay on that page.
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2026-04-24 Portfolio Update – APO, ARES, BN, BX, OWL
Put in $2000, then purchased: $300 for APO $500 for ARES $300 for BN $300 for BX $863.19 for OWL I thought the alternative asset managers we...
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Sold all ADC, BNL, EPRT, then purchased: HHH This update was mostly to sell the fully valued REITs and buy more HHH. The REITs were at 100% ...
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Put in $2500, then purchased: $500 for APO $500 for BN $500 for PAX $673.87 for NVDA $500 for TSM I planned to stop putting in more cash las...
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Put in $2000, then purchased: $500 for APO $300 for BN $453.61 for HASI $500 for HHH $300 for PAX About a week or so ago, the market was h...
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