work-in-progress
2025-04-04 Portfolio Update
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 $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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