Quick Thoughts & Portfolio News

I recorded a short video yesterday with a couple things that are on my mind as far as markets and stuff in the portfolio. I could rant for a lot longer on the state of the market, but I try to save that for my conversations with other people on the podcast. I also did a quick rundown on recent news on several holdings and highlighted a couple ideas that I think are worth a closer look after Friday’s bloodbath. I’m also working on a bit of a side project that is going to require raising some capital, and if any of you happen to have experience in the hospitality sector, I would love to get your thoughts on what I have been working on.

---

---