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Unveiling Portfolio and Track Record
Almost a 15% CAGR Over a Close to 5-year Period
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Bright Ideas
Why I am Selling (some of) my Best Investment Ever
Uranium has reached a price point that in the long run will stabilize supply and demand
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9
Inertia, MSGS, and Why it Makes Sense to Own the Knicks (And Rangers)
Inertia, MSGS, and Why it Makes Sense to Own the Knicks (And Rangers)
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Bright Ideas
Unveiling an Asymmetric Opportunity: Anterix (ATEX) and Lucrative 900-MHz Spectrum
Company Statistics Executive Summary Anterix (ATEX) is the largest owner of 900-MHz spectrum (please don’t stop reading, I know spectrum has not been a…
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Bright Ideas
1
U-Haul (UHAL) – A Good Business at a Good Price
Company StatisticsThanks for reading Bright Ideas!
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Bright Ideas
7
Bright Ideas
Bright Ideas
Welcome to my publication. I am writing to get more knowledgeable about my investments as well as have a public repository of my ideas and investment progress.
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