Lost my confidence in SmartRent (SMRT) after reviewing the short report by Bleecker Street Research. Details are at my 2023/09/09 update of the company here.
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2024-12-27 Portfolio Update
Put in $2000, then purchases: $500 for APO $500 for BN $695.79 for PAX $300 for AHH $200 for WPC Just keep buying alternative asset managers...
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Put in $2000. Then purchased: $500 for APO $500 for BN $754.06 for PAX $700 for TSM The portfolio charged ahead and the IRR jumped from 18.3...
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Sold my whole position in BXMT and bought PAX. The reason was detailed at the 2024-09-12 update at Blackstone Mortgage Trust (BXMT) Brief An... -
Published a brief analysis for Taiwan Semiconductor Manufacturing Company . This is an evergreen page. Most descriptions and updates of the ...
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