Jan. 3 at 2:03 AM
Happy 2026! 🍹
$UPS – One of the top shippers both in the US and internationally. Criminally underpriced. Pays a dividend, absolute portfolio darling.
$VZ – We sold at 40 and came back in at 39. There was no 2nd “dip”. Real life application of AI (Kodiak AI's driverless commercial trucks). Will buy as many as financial reasonable under
$50.
$TELO – One of the most promising pharmaceutical companies. Anti-aging, curing diseases all show promise. Human trial start soon, allegedly 2 dogs have had cancer reversed and lived to about 15 years.
$SENS - Still has the only 365 CGM on the market. Pre-split, we are in the 30 to 40 cent range.
$BSWGF – Nanographene and aerogel are the materials of the future, in our opinion. Think Gorilla Glass, it did not change the world but it revolutionized cellphones. Military applications with the night vison contact lenses (you read that correctly) as well as graphene tires (you also read that correctly).