Brief Stock Analyses and Updates

This page was last updated on 2026/03/08 for ARES.

Agree Realty Corporation (ADC) Brief Analysis and Updates — last updated on 2025/06/20 

Alibaba (BABA) Brief Analysis and Updates — last updated on 2023/12/04

Armada Hoffler Properties (AHH) Brief Analysis and Updates (not adding more) — last updated on 2026/02/19 related to the bold strategy direction and 2025 Q4 earnings

Amazon (AMZN) Brief Analysis and Updates — last updated on 2025/08/01

Apollo Global Management, Inc. (APO) Brief Analysis and Updates — last updated on 2026/02/07

Ares Management Corporation (ARES) Brief Analysis and Updates — last updated on 2026/03/08

Baidu (BIDU) Brief Analysis and Updates — last updated on 2024/03/05

Berkshire Hathaway Inc. (BRK) Brief Analysis and Updates — last updated on 2026/02/08

Bitcoin Brief Investment Thesis (for BTC) — late updated on 2025/03/25

Blackstone Inc. (BX) Brief Analysis and Updates — last updated on 2026/02/07

Blackstone Mortgage Trust (BXMT) Brief Analysis and Updates (not adding more) — last updated on 2024/09/12

Block, Inc (XYZ) Brief Analysis and Updates — last updated on 2024/09/03

Blue Owl Capital Inc. (OWL) — last updated on 2026/02/19 related to recent events about private credits

Broadstone Net Lease (BNL) Brief Analysis and Updates — last updated on 2025/06/20

Brookfield Asset Management Ltd. (BAM) Brief Analysis and Updates — last updated on 2026/02/08

Brookfield Corporation (BN) Brief Analysis and Updates — last updated on 2025/02/14

Gold Brief Investment Thesis (for GLDM) (not adding more) — last updated on 2025/04/04

Getty Realty Corp (GTY) Brief Analysis and Updates — last updated on 2023/12/24

Essential Properties Realty Trust (EPRT) Brief Analysis and Updates — last updated on 2025/06/20

Hannon Armstrong Sustainable Infrastructure Capital (HASI) Brief Analysis and Updates — last updated on 2025/12/26

Howard Hughes Holdings Inc. (HHH) Brief Analysis and Updates — last updated on 2025/05/23

Main Street Capital Corporation (MAIN) Brief Analysis and Updates — last updated on 2023/12/24

McDonald's Corporation (MCD) Brief Analysis and Updates — last updated on 2026/01/02

Meta Platforms, Inc. (META) Brief Analysis and Updates — last updated on 2025/11/15

Medical Properties Trust (MPW) Brief Analysis and Updates (not adding more) — last updated on 2024/08/22

NNN REIT, Inc (NNN) Brief Analysis and Updates — last updated on 2025/02/09

Nvidia (NVDA) Brief Analysis and Updates — last updated on 2026/01/02

Patria Investments (PAX) Brief Analysis and Updates (not adding more) — last updated on 2026/01/29

PayPal Holdings, Inc (PYPL) Brief Analysis and Updates last updated on 2025/07/19

Robinhood Markets, Inc. (HOOD) Brief Analysis and Updates — last updated on 2025/03/26

SmartRent (SMRT) Brief Analysis and Updates  (not adding more) — last updated on 2023/11/27

Taiwan Semiconductor Manufacturing Company (TSM) Brief Analysis and Updates — last updated on 2024/10/28

Tesla, Inc (TSLA) Brief Analysis and Updates — last updated on 2025/03/07

UnitedHealth Group Inc. (UNH) Brief Analysis and Updates — last updated on 2025/08/02

W. P. Carey (WPC) Brief Analysis and Updates — last updated on 2024/02/13



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2026-03-06 Portfolio Update – APO, ARES, BN, BX, OWL

  Put in $2000, then purchased: $500 for APO $500 for ARES $500 for BN $500 for BX $889.32 for OWL My portfolio performance finally underper...