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June 2025

LyondellBasell - LYB - Plus Ideas
When I did my AI review of Dow Chemical, it made me go back to review LyondellBasell - LYB - $58.
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Gregg Jahnke
Let's Put the AI Monster to Work on Dow Chemical - DOW - $27
Let’s test the “Analyze with AI” feature on Seeking Alpha.
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Gregg Jahnke
Top Down vs Bottom Up - STLD Added
Let’s add Steel Dynamics - STLD - $131 to the Model 25 portfolio and sell AES - AES - $11.
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Gregg Jahnke
Intellectual Exercise
What portfolio would I own if I thought the Big Beautiful Bill would pass soon enough for the Republicans to easily win the 2026 mid-terms, and make it…
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Gregg Jahnke
1
Waiting Is the Hardest Part
Top down investing is futile, frustrating, and f….ed up, but you cannot ignore it.
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Gregg Jahnke
Battleground - MRK
I have written several times that I prefer to stay away from “battleground” stocks.
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Gregg Jahnke
Top 25 Model Portfolio - Ranked
In the real world of a generalist I need to make tough decisions about allocating time.
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Gregg Jahnke
Schizophrenia - Adding PEP and GNTX
I wake up every morning fearing that I do not have enough cyclical exposure in my portfolio, yet at the same time I think Pepsi is a good investment.
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Gregg Jahnke
The Elephant in the Room
An elephant has wandered into the value investing room, and we need to address it.
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Gregg Jahnke

May 2025

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