February 28th (Short month)

These would be the returns thus far after fees.
There are still a lot of opportunities out there that are ridiculously undervalued. Good news is that the deal-flow of opportunities across my desk is probably only going to increase from here into the next year.
I intend to turn most of them down, but if I can find things that I can't justify not owning, I'm going to go ahead and put money where my mouth is.
As always, I'll continue to focus on not losing your money.
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Glen's Musings — AI, investing, and building things. Occasional. Free.

Glen Bradford
Investor · Builder · Writer
MBA from Purdue. Former hedge fund manager. Holds 26 series of Fannie Mae and Freddie Mac junior preferred stock. Built Cloud Nimbus for Salesforce consulting. Author of Act As If. Writes about investing, building things, and the longest financial fraud in American history.
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Read moreDisclaimer: This blog post reflects the author's personal opinions at the time of writing and is not financial, investment, or legal advice. Glen Bradford holds positions in securities discussed on this site. Past performance is not indicative of future results. Do your own research and consult qualified professionals before making investment decisions. Some content on this site was generated or edited with AI assistance.