Published Gold Brief Investment Thesis (for GLDM). This is an evergreen page. Future updates of the thesis will stay on that page
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2026-09-18 Portfolio Update – Sold BIDU and Bought OWL
Sold all shares of BIDU, then purchased: $1225.25 for OWL I was very disappointed in Baidu. Its execution on several important strategic bus...
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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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