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Upper bound valuation for Ameriprise Financial Inc, Aon PLC, Aptiv PLC, Arch Capital Group Ltd and Arista Networks Inc. #AMP #AON #APTV #ACGL #ANET

Portfolio on 9/2/2022

Initiated $30k position in 3M at 122.63

@ruthbenghiat This is a Russian style of business consolidation during the times of economic downturn.

@FT He had to be more careful. It is slippery in Russia these days.

Lukoil chair Ravil Maganov dies after fall from hospital window, Russian media report on.ft.com/3Q86M3V

Upper bound valuation of Altria Group Inc, Abiomed Inc, Accenture PLC, Aflac Inc, Align Technology Inc, Alliant Energy Corp, Allstate Corp and Ally Financial Inc #MO #ABMD #ACN #AFL #ALGN #LNT #ALL #ALLY

102.3 billion came into Netflix from customers during last 5 years. 109.7 billion had left Netflix during the same period. To compensate for the loss of cash, Netflix had raised 11.9 billion of debt. Do you still think that Netflix is a great company? #Netflix #ValueInvesting

portfolio at 9/1/2022 #ValueInvesting

sold Herbalife (HLF) position at +31.77% profit #ValueInvesting #HLF #Herbalife

Valuation for Advance Auto Parts Inc, Advanced Micro Devices Inc, Agilent Technologies Inc, Air Products and Chemicals Inc and Alphabet Inc #valueinvesting #AAP #AMD #A #APD #GOOG

Valuation for 3M Co, Abbott Laboratories, AbbVie Inc, Activision Blizzard Inc and Adobe Systems Inc. #investing #value

value price for USA Truck Inc, UTG Inc, Uwharrie Capital Corp, VAALCO Energy Inc, Urban One Inc #valueinvesting

Ceiling price for Where Food Comes From Inc and WidePoint Corp

Portfolio at 8/29/2022

Increased META position by $15k at $160.00

portfolio at 8/28/2022