Lemon Cakes Investing

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Like Weeds In A Garden: The Zen Of Managing A Portfolio Without Managing A Portfolio
An emergent "strategy" of doing nothing --and why buybacks are not equivalent to dividends
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$LB (LandBridge): An exchange trading floor of the Delaware basin
My 2 cents on LB's 273,000 surface acres and their H2O to I/O aspirations
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Portfolio review 2024, annual
********** UPDATE 20241231: Updated portfolio performance charts to include the final days of 2024. **********
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$LB (LandBridge): An exchange trading floor of the Delaware basin
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($PMD) Psychemedics Corp: Hair today, sold tomorrow
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Lessons from Murray Stahl
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($FNV) Franco-Nevada Corporation: Gold royalty royalty in temporary turmoil
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($SLGD/$SLGDD) Scott's Liquid Gold / Horizon Kinetics LLC: Not every reverse merger that glitters is gold
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Portfolio review 2024, annual
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($PMD) Psychemedics Corp: Hair today, sold tomorrow
...well, eventually... probably. Quick idea to ride along a going-private bet-the-jockey investment.
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($GEO) Geo Group: Trump admin thriver, durable under Democrats
Quick idea commentary on an obvious Trump admin beneficiary that might not do too badly under a Democrat admin either
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Portfolio review 20240704, semi-annual
… The S&P Global index construction methodology buckets $1bn-$6.7bn as “smallcap” and $6.7bn-$18bn as “midcap” (see…
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($SLGD/$SLGDD) Scott's Liquid Gold / Horizon Kinetics LLC: Not every reverse merger that glitters is gold
Analyzing the spread between SLGD's current discount to the reverse merger's planned "IPO" price
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($FNV) Franco-Nevada Corporation: Gold royalty royalty in temporary turmoil
********** UPDATE 20240308: FNV just released their 2023Q4 numbers…
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Portfolio review 2023, annual
Commentary
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($MKTX) MarketAxess: Quick thoughts on HK's croupiers, sea change, and MarketAxess
Some random commentary on a beaten down, asset-light, "sea change" beneficiary
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Lemon Cakes Investing
Lemon Cakes Investing
I’m nobody and I have nothing to sell. Obviously not investment advice. I have no formal finance education.

Lemon Cakes Investing

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