Perhaps I am thinking way too highly of myself and this blog that only my Mom and Mike read, but for now, I think I shouldn’t publish anything on smaller stocks that I am hoping to acquire. For instance, I still want a larger position in DISCK. So I didn’t really do myself any favors by posting about how it is undervalued.
Moving forward, I plan to talk about either a position I’ve completely acquired, such as Google, or positions I’m not planning to take. As of right now, there are 15 positions I am actively trying to acquire. Below is a list of where I stand on this endeavor. There are also 133 companies I’ve passed on for now (like PUBM, and DKS). Perhaps blogging about why I’ve passed on each of these will give me a diary to look back on and see what an idiot I am and learn from what I missed. Plus the time spent telling the story of why I passed will hopefully improve my analysis skills.
| Position 1 | 10.58% |
| Position 2 | 41.64% |
| Position 3 | 11.72% |
| Position 4 | 28.04% |
| Position 5 | 16.74% |
| Position 6 | 4.70% |
| Position 7 | 22.60% |
| Position 8 | 82.95% |
| Position 9 | 0.00% |
| Position 10 | 75.10% |
| Position 11 | 0.00% |
| Position 12 | 0.00% |
| Position 13 | 0.00% |
| Position 14 | 0.00% |
| Position 15 | 0.00% |
| Position 16 | 0.00% |
Position 8 is GOOGL. Position 7 is DISCK. Hopefully we see a big stock market crash soon, and all these numbers shoot up to 100% as these companies start hitting the price I want to pay.