Portfolios

We're amid a bear market driven by what I would describe as an "earnings recession" after the COVID disruptions that shifted liquidity, demand, and spending into 2021. 2022 is the reversal of those positive trends.

I maintain two portfolios for tracking purposes. One is "New Frontiers," oriented to future winners and less concerned with valuation. The "Broken Candy" group are names that have done poorly as stocks but might have a chance to come back. Sometimes we get a valuation-based opportunity as we did with Arlo $ARLO when it traded for less than its cash balance.

Each section contains tables, spreadsheet downloads and links to any related videos or content.

New Frontiers

Broken Candy