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The Cannabis Trade/Investment
Why I am going with Green Thumb (GTI) and a smidge of Glass House (GLASF)
Aug 17, 2024
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The Cannabis Trade/Investment
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February 2024
Unveiling Portfolio and Track Record
Almost a 15% CAGR Over a Close to 5-year Period
Feb 4, 2024
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Unveiling Portfolio and Track Record
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December 2023
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
Dec 23, 2023
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Why I am Selling (some of) my Best Investment Ever
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September 2023
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)
Sep 30, 2023
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Inertia, MSGS, and Why it Makes Sense to Own the Knicks (And Rangers)
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June 2023
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…
Jun 17, 2023
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Unveiling an Asymmetric Opportunity: Anterix (ATEX) and Lucrative 900-MHz Spectrum
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April 2023
U-Haul (UHAL) – A Good Business at a Good Price
Company StatisticsThanks for reading Bright Ideas!
Apr 22, 2023
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U-Haul (UHAL) – A Good Business at a Good Price
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