Ov . | My Investment Dreams

Ov .

Ov .

The Risks I See. Careful Underwriting Is Necessary.

Sep 8, 2026

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6 min read

The Risks I See. Careful Underwriting Is Necessary.

Lost Money Again. Need to Tighten Up.

Sep 5, 2026

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3 min read

Lost Money Again. Need to Tighten Up.

The Difficulty of Valuing Assets

Aug 29, 2026

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3 min read

The Difficulty of Valuing Assets

Largest Policy Sold. Maybe Too Much Risk.

Aug 22, 2026

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2 min read

Largest Policy Sold. Maybe Too Much Risk.

Closed the KLA Corp Policy: 11.90% Return – Great Deal!

Aug 15, 2026

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3 min read

Closed the KLA Corp Policy: 11.90% Return – Great Deal!

Papa John's Falls Like A Rock. I'm Down 23%.

Aug 8, 2026

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4 min read

Papa John's Falls Like A Rock. I'm Down 23%.

General Mills: Bought on Sale

Jul 6, 2026

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5 min read

General Mills: Bought on Sale

Wendy's: Another Undervalued Opportunity

Jun 20, 2026

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5 min read

Wendy's: Another Undervalued Opportunity

Papa John's: Undervalued Opportunity

Jun 16, 2026

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3 min read

Papa John's: Undervalued Opportunity

Success: Lam Research & Intel

May 9, 2026

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1 min read

Success: Lam Research & Intel