My Model Portfolio

As always, be sure to read my disclosures / disclaimers below. Most notably, I do not encourage or recommend for anyone to follow my lead on any stocks listed here or otherwise, since I may enter, exit, or reverse a position at any time without notice, regardless of the facts or perceived implications of this article. Cheers.

________________________________

In my last post, I forgot to mention that I will continue to allow public access to my personal model portfolio tracking sheet (some of you know it as the “1% Portfolio”). As the sheet states, it’s for my personal use, but it’s a good way for my research partners track the stocks in which I’m interested and/or invested.

Changes to the sheet are broadcast in real time on my StockTwits Feed, which provides a documented and timestamped history of my adds and deletions.

Cheers

 

More Research:

 

To get these posts in real-time, just follow/subscribe to this free blog.

If you only want to receive my most critical reports, simply sign up for my MailChimp mailing list instead. If you’re on that list, you will only get key articles and occasional recaps of my recent work.

 

Disclosures / Disclaimers: This is not a solicitation to buy, sell, or otherwise transact any stock or its derivatives. Nor should it be construed as an endorsement of any particular investment or opinion of the stock’s current or future price. To be clear, I do not encourage or recommend for anyone to follow my lead on this or any other stocks, since I may enter, exit, or reverse a position at any time without notice, regardless of the facts or perceived implications of this article.

I am not a financial advisor. Nor am I providing any recommendations, price targets, or opinions about valuation regarding the companies discussed herein. Any disclosures regarding my holdings are true as of the time this article is written, but subject change without notice. I frequently trade my positions, often on an intraday basis. Thus, it is possible that I might be buying and/or selling the securities mentioned herein and/or its derivative at any time, regardless of (and possibly contrary to) the content of this article.

I undertake no responsibility to update my disclosures and they may therefore be inaccurate thereafter.  Likewise, any opinions are as of the date of publication, and are subject to change without notice and may not be updated. I believe that the sources of information I use are accurate but there can be no assurance that they are. All investments carry the risk of loss and the securities mentioned herein may entail a high level of risk. Investors considering an investment should perform their own research and consult with a qualified investment professional.

I wrote this article myself, and it expresses my own opinions. I am receiving no compensation for it, nor do I have a business relationship with any company whose stock is mentioned in this article. The information in this article is for informational purposes only and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action.

The primary purpose of this blog/forum is to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses.

18 thoughts on “My Model Portfolio

  1. Interesting you chose TAST. I too placed a bet on the success of BK by writing naked puts on QSR (Restaurant Brands). Local store checks with store managers and a few impossible whoppers for myself ;p have revealed that in these early stages local store traffic is up between 15-19%. One of the cashiers at a drive through indicated that they were selling more impossible whoppers than regular ones. According to the financials of QSR BK does about 2/3 the revenue. Posted here as QSR is another way to play impossible meat. Also, most people I know prefer impossible burgers to beyond meat.

    Like

    1. Agree. I chose TAST because it’s more of a pure play (QSR has Hortons) and has more enterprise value leverage (due to being deeper in debt — which is positive for common shareholders when things go right).

      Like

  2. Yes, but I do believe that “expectations” are a little higher than Analysts Estimates who have historically been light (and that is probably somewhat recognized by the market at this point). Let’s hope they have some good news on new wins across their products.

    Like

  3. Yep thanks for that. Closed out the naked puts on QSR at small profit and picked up shares in TAST yesterday at $6.50. You’re right better pure play and if revenue/earnings beat the high debt load concerns of the market should be alleviated. Cheers mark.

    Liked by 1 person

    1. Agreed and the trajectory for continued growth looks strong. I would have like Bill to have been a bit tighter on the family Iot product landscape. It was hard to tell from his tone and pace if he wasn’t sure or was playing device types close to the vest. I would look towards more differentiated offering versus what’s out there. The message about a single platform for managing all was a good start but adding additional functionality to new devices or a disruptive form factor approach would be a game changer with the singular platform. IMHO

      Like

    1. No sir. As announced months ago, I am refocusing my attention life.

      I’ve spent the last 10 years educating folks. That has actually hurt my profits, because I can gain from panics and euphorias, but have been a calming force in both situations.

      Now it’s time for those folks to use that education and pass it on to others.

      Simultaneously, it’s time for me to do more for me and my family by letting panics and euphorias happen.. and taking advantage of them.

      Anyone who has taken the time to learn my lessons (vs. just piggybacking picks) will be at an advantage to those who have not… as it should be 💯😊😇

      Like

  4. A little off topic question. Mark are you familiar with the game ready or polar care cube ice therapies to help with post surgery recovery? I am trying to figure out if they are really that much better than something that you can get on amazon. Thanks.

    Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s