I talked up my two biggest portfolio adds - $CPAY and $GOGO - plus a bunch of situational stuff we have added ($HI, $BHF, $AL, and $TFSL).

Performance disclosures here.

Best of luck for the rest of the year!

middlecoastinvesting.com/performance-...

Here's our performance table:

$DALN, $AAPL, $SCS, $ATRO, $LYFT, and $ECG keyed the winner side, while $PTLO, $PGR, and $LULU were the main detractors.

I talked up my two biggest portfolio adds - $CPAY and $GOGO - plus a bunch of situational stuff we have added ($HI, $BHF, $AL, and $TFSL).

Performance disclosures here.

Best of luck for the rest of the year!

middlecoastinvesting.com/performance-...

Here's our performance table:

$DALN, $AAPL, $SCS, $ATRO, $LYFT, and $ECG keyed the winner side, while $PTLO, $PGR, and $LULU were the main detractors.

Ed, not a close follower of nor investor in Nvidia, but they're almost definitely not calling the mark-to-market gain revenue. They also back the unrealized gain in CRWV out of their non-GAAP earnings, which is what they're benchmarked against by analysts.

GAAP requirement to recognize the gain.

The post has winners, losers, and changes, while this link includes my performance disclosures.

Stay safe out there! More 'fun' ahead, one way or another. middlecoastinvesting.com/performance-...

My performance is here.

Apple hurt the overall performance, while the core portfolios were doing even better, relatively, until a June earnings bump or two.

The post has winners, losers, and changes, while this link includes my performance disclosures.

Stay safe out there! More 'fun' ahead, one way or another. middlecoastinvesting.com/performance-...

My performance is here.

Apple hurt the overall performance, while the core portfolios were doing even better, relatively, until a June earnings bump or two.

I wrote an article about Trip Advisor ($TRIP), in which I own shares, and which in theory could be pretty affected by the whole 'nobody wants to travel to the U.S.' thing, which is real.

Here are the questions I have before next week's earnings.

seekingalpha.com/article/4780...